Legacy Capital Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Buy |
815
+63
| +8% | +$62.4K | 0.18% | 113 |
|
|
2025
Q1 | $712K | Buy |
752
+57
| +8% | +$53.9K | 0.18% | 120 |
|
|
2024
Q4 | $637K | Sell |
695
-460
| -40% | -$422K | 0.16% | 130 |
|
|
2024
Q3 | $1.02M | Buy |
1,155
+575
| +99% | +$510K | 0.2% | 103 |
|
|
2024
Q2 | $493K | Sell |
580
-553
| -49% | -$470K | 0.13% | 166 |
|
|
2024
Q1 | $574K | Buy |
1,133
+637
| +128% | +$323K | 0.41% | 59 |
|
|
2023
Q4 | $327K | Sell |
496
-26
| -5% | -$17.2K | 0.09% | 203 |
|
|
2023
Q3 | $295K | Buy |
+522
| New | +$295K | 0.08% | 215 |
|
|
2023
Q2 | – | Sell |
-616
| Closed | -$306K | – | 80 |
|
|
2023
Q1 | $306K | Buy |
+616
| New | +$306K | 0.08% | 192 |
|