Level Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18
| Closed | -$11.9K | – | 113 |
|
|
2023
Q4 | $11.9K | Hold |
18
| – | – | 0.01% | 184 |
|
|
2023
Q3 | $10.2K | Sell |
18
-10
| -36% | -$5.65K | 0.01% | 190 |
|
|
2023
Q2 | $15.1K | Hold |
28
| – | – | 0.01% | 166 |
|
|
2023
Q1 | $13.9K | Hold |
28
| – | – | 0.01% | 159 |
|
|
2022
Q4 | $13K | Hold |
28
| – | – | 0.01% | 150 |
|
|
2022
Q3 | $13K | Hold |
28
| – | – | 0.01% | 160 |
|
|
2022
Q2 | $13K | Hold |
28
| – | – | 0.01% | 166 |
|
|
2022
Q1 | $16K | Hold |
28
| – | – | 0.01% | 137 |
|
|
2021
Q4 | $16K | Buy |
+28
| New | +$16K | 0.01% | 147 |
|