LJI Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Sell |
961
-7
| -0.7% | -$6.93K | 0.17% | 60 |
|
|
2025
Q1 | $916K | Hold |
968
| – | – | 0.18% | 53 |
|
|
2024
Q4 | $887K | Buy |
968
+5
| +0.5% | +$4.58K | 0.17% | 54 |
|
|
2024
Q3 | $854K | Buy |
963
+1
| +0.1% | +$887 | 0.17% | 62 |
|
|
2024
Q2 | $818K | Buy |
962
+2
| +0.2% | +$1.7K | 0.18% | 61 |
|
|
2024
Q1 | $703K | Buy |
960
+115
| +14% | +$84.3K | 0.18% | 58 |
|
|
2023
Q4 | $558K | Buy |
845
+5
| +0.6% | +$3.3K | 0.14% | 81 |
|
|
2023
Q3 | $475K | Buy |
840
+62
| +8% | +$35K | 0.14% | 82 |
|
|
2023
Q2 | $419K | Sell |
778
-8
| -1% | -$4.31K | 0.12% | 86 |
|
|
2023
Q1 | $391K | Buy |
786
+4
| +0.5% | +$1.99K | 0.12% | 91 |
|
|
2022
Q4 | $357K | Buy |
+782
| New | +$357K | 0.13% | 86 |
|