LGT Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97K | Buy |
+3
| New | +$2.97K | 0.01% | 336 |
|
|
2024
Q4 | – | Sell |
-150
| Closed | -$133K | – | 727 |
|
|
2024
Q3 | $133K | Sell |
150
-37
| -20% | -$32.8K | 0.33% | 54 |
|
|
2024
Q2 | $159K | Buy |
187
+37
| +25% | +$31.5K | 0.34% | 56 |
|
|
2024
Q1 | $110K | Hold |
150
| – | – | 0.13% | 167 |
|
|
2023
Q4 | $99K | Buy |
150
+88
| +142% | +$58.1K | 0.12% | 160 |
|
|
2023
Q3 | $35K | Buy |
+62
| New | +$35K | 0.04% | 256 |
|