LongView 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 | $1M | Sell |
1,013
-110
| -10% | -$109K | 0.3% | 71 |
|
2025
Q1 | $1.06M | Buy |
1,123
+3
| +0.3% | +$2.84K | 0.32% | 68 |
|
2024
Q4 | $1.03M | Buy |
1,120
+10
| +0.9% | +$9.17K | 0.31% | 70 |
|
2024
Q3 | $984K | Buy |
1,110
+109
| +11% | +$96.6K | 0.31% | 68 |
|
2024
Q2 | $851K | Sell |
1,001
-9
| -0.9% | -$7.65K | 0.31% | 69 |
|
2024
Q1 | $740K | Sell |
1,010
-7
| -0.7% | -$5.13K | 0.29% | 74 |
|
2023
Q4 | $679K | Buy |
+1,017
| New | +$679K | 0.3% | 72 |
|