LifePlan Investment 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 | $361K | Hold |
365
| – | – | 0.18% | 82 |
|
|
2025
Q1 | $345K | Sell |
365
-33
| -8% | -$31.2K | 0.2% | 76 |
|
|
2024
Q4 | $364K | Buy |
398
+7
| +2% | +$6.41K | 0.23% | 73 |
|
|
2024
Q3 | $346K | Sell |
391
-13
| -3% | -$11.5K | 0.22% | 70 |
|
|
2024
Q2 | $344K | Hold |
404
| – | – | 0.25% | 69 |
|
|
2024
Q1 | $296K | Buy |
+404
| New | +$296K | 0.24% | 68 |
|