Lodestone 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 | $1.56M | Sell |
1,578
-76
| -5% | -$75.2K | 0.76% | 45 |
|
|
2025
Q1 | $1.56M | Buy |
1,654
+13
| +0.8% | +$12.3K | 0.83% | 44 |
|
|
2024
Q4 | $1.5M | Sell |
1,641
-1
| -0.1% | -$916 | 0.75% | 47 |
|
|
2024
Q3 | $1.46M | Buy |
1,642
+4
| +0.2% | +$3.55K | 0.73% | 51 |
|
|
2024
Q2 | $1.39M | Buy |
1,638
+82
| +5% | +$69.7K | 0.73% | 51 |
|
|
2024
Q1 | $1.14M | Sell |
1,556
-17
| -1% | -$12.5K | 0.6% | 56 |
|
|
2023
Q4 | $1.04M | Buy |
1,573
+659
| +72% | +$435K | 0.6% | 57 |
|
|
2023
Q3 | $516K | Buy |
914
+18
| +2% | +$10.2K | 0.36% | 67 |
|
|
2023
Q2 | $483K | Buy |
896
+5
| +0.6% | +$2.69K | 0.33% | 78 |
|
|
2023
Q1 | $443K | Hold |
891
| – | – | 0.34% | 74 |
|
|
2022
Q4 | $407K | Buy |
+891
| New | +$407K | 0.33% | 74 |
|