Legacy Capital Group California’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
723
+10
| +1% | +$9.9K | 0.2% | 128 |
|
|
2025
Q1 | $675K | Sell |
713
-1,483
| -68% | -$1.4M | 0.24% | 115 |
|
|
2024
Q4 | $2.01M | Sell |
2,196
-23
| -1% | -$21.1K | 0.61% | 24 |
|
|
2024
Q3 | $1.97M | Sell |
2,219
-7
| -0.3% | -$6.21K | 0.65% | 27 |
|
|
2024
Q2 | $1.89M | Buy |
2,226
+681
| +44% | +$579K | 0.68% | 28 |
|
|
2024
Q1 | $1.13M | Sell |
1,545
-38
| -2% | -$27.8K | 0.42% | 60 |
|
|
2023
Q4 | $1.05M | Buy |
+1,583
| New | +$1.05M | 0.4% | 59 |
|