LifeSteps Financial’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
1,548
+65
| +4% | +$64.3K | 1.05% | 21 |
|
|
2025
Q1 | $1.4M | Buy |
1,483
+5
| +0.3% | +$4.73K | 1.14% | 23 |
|
|
2024
Q4 | $1.35M | Buy |
1,478
+35
| +2% | +$32.1K | 1.04% | 22 |
|
|
2024
Q3 | $1.28M | Hold |
1,443
| – | – | 1% | 23 |
|
|
2024
Q2 | $1.23M | Hold |
1,443
| – | – | 1.01% | 23 |
|
|
2024
Q1 | $1.06M | Hold |
1,443
| – | – | 0.8% | 26 |
|
|
2023
Q4 | $952K | Buy |
1,443
+243
| +20% | +$160K | 0.84% | 26 |
|
|
2023
Q3 | $678K | Hold |
1,200
| – | – | 0.69% | 31 |
|
|
2023
Q2 | $646K | Hold |
1,200
| – | – | 0.64% | 34 |
|
|
2023
Q1 | $596K | Buy |
1,200
+14
| +1% | +$6.96K | 0.63% | 34 |
|
|
2022
Q4 | $541K | Buy |
+1,186
| New | +$541K | 0.56% | 38 |
|