Life Planning Partners’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 |
-187
| Closed | -$123K | – | 97 |
|
|
2023
Q4 | $123K | Buy |
+187
| New | +$123K | 0.12% | 71 |
|
|
2022
Q3 | $153K | Hold |
324
| – | – | 0.18% | 56 |
|
|
2022
Q2 | $156K | Hold |
324
| – | – | 0.18% | 53 |
|
|
2022
Q1 | $187K | Hold |
324
| – | – | 0.19% | 50 |
|
|
2021
Q4 | $184K | Buy |
+324
| New | +$184K | 0.19% | 48 |
|