LM 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 | $4.7M | Sell |
4,752
-68
| -1% | -$67.3K | 0.61% | 24 |
|
|
2025
Q1 | $4.56M | Sell |
4,820
-17
| -0.4% | -$16.1K | 0.82% | 22 |
|
|
2024
Q4 | $4.43M | Buy |
4,837
+3,129
| +183% | +$2.87M | 0.79% | 22 |
|
|
2024
Q3 | $1.69M | Sell |
1,708
-4,025
| -70% | -$3.98M | 0.34% | 55 |
|
|
2024
Q2 | $4.87M | Sell |
5,733
-500
| -8% | -$425K | 0.01% | 40 |
|
|
2024
Q1 | $4.57M | Sell |
6,233
-2,499
| -29% | -$1.83M | 0.72% | 24 |
|
|
2023
Q4 | $5.76M | Buy |
+8,732
| New | +$5.76M | 1.16% | 15 |
|