M. Kulyk & Associates’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
343
+13
| +4% | +$12.9K | 0.07% | 76 |
|
|
2025
Q1 | $312K | Buy |
330
+71
| +27% | +$67.2K | 0.07% | 74 |
|
|
2024
Q4 | $237K | Buy |
259
+26
| +11% | +$23.8K | 0.05% | 93 |
|
|
2024
Q3 | $207K | Buy |
+233
| New | +$207K | 0.04% | 108 |
|
|
2023
Q4 | – | Sell |
-374
| Closed | -$211K | – | 109 |
|
|
2023
Q3 | $211K | Sell |
374
-68
| -15% | -$38.4K | 0.06% | 91 |
|
|
2023
Q2 | $238K | Hold |
442
| – | – | 0.07% | 95 |
|
|
2023
Q1 | $220K | Hold |
442
| – | – | 0.07% | 101 |
|
|
2022
Q4 | $202K | Hold |
442
| – | – | 0.07% | 101 |
|
|
2022
Q3 | $209K | Hold |
442
| – | – | 0.07% | 98 |
|
|
2022
Q2 | $212K | Sell |
442
-60
| -12% | -$28.8K | 0.07% | 93 |
|
|
2022
Q1 | $289K | Buy |
502
+75
| +18% | +$43.2K | 0.08% | 83 |
|
|
2021
Q4 | $242K | Buy |
+427
| New | +$242K | 0.06% | 89 |
|