Long Island 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 | $1.09M | Hold |
1,101
| – | – | 0.57% | 37 |
|
|
2025
Q1 | $1.04M | Hold |
1,101
| – | – | 0.63% | 34 |
|
|
2024
Q4 | $1.01M | Hold |
1,101
| – | – | 0.63% | 35 |
|
|
2024
Q3 | $976K | Hold |
1,101
| – | – | 0.64% | 37 |
|
|
2024
Q2 | $936K | Buy |
1,101
+1
| +0.1% | +$850 | 0.66% | 37 |
|
|
2024
Q1 | $806K | Hold |
1,100
| – | – | 0.57% | 40 |
|
|
2023
Q4 | $726K | Buy |
+1,100
| New | +$726K | 0.52% | 40 |
|