M3 Advisory Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Buy |
886
+62
| +8% | +$61.4K | 0.61% | 35 |
|
|
2025
Q1 | $779K | Sell |
824
-170
| -17% | -$161K | 0.62% | 35 |
|
|
2024
Q4 | $911K | Buy |
994
+17
| +2% | +$15.6K | 0.65% | 34 |
|
|
2024
Q3 | $866K | Buy |
977
+63
| +7% | +$55.8K | 0.64% | 35 |
|
|
2024
Q2 | $777K | Buy |
914
+86
| +10% | +$73.1K | 0.64% | 32 |
|
|
2024
Q1 | $607K | Buy |
828
+210
| +34% | +$154K | 0.55% | 39 |
|
|
2023
Q4 | $408K | Buy |
+618
| New | +$408K | 0.48% | 47 |
|