Madison Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
1,240
+12
| +1% | +$11.9K | 0.27% | 47 |
|
|
2025
Q1 | $1.16M | Hold |
1,228
| – | – | 0.29% | 42 |
|
|
2024
Q4 | $1.12M | Sell |
1,228
-4
| -0.3% | -$3.66K | 0.31% | 42 |
|
|
2024
Q3 | $1.09M | Buy |
1,232
+227
| +23% | +$201K | 0.32% | 43 |
|
|
2024
Q2 | $854K | Sell |
1,005
-16
| -2% | -$13.6K | 0.29% | 47 |
|
|
2024
Q1 | $748K | Buy |
1,021
+19
| +2% | +$13.9K | 0.27% | 49 |
|
|
2023
Q4 | $661K | Buy |
1,002
+25
| +3% | +$16.5K | 0.26% | 52 |
|
|
2023
Q3 | $552K | Sell |
977
-340
| -26% | -$192K | 0.28% | 43 |
|
|
2023
Q2 | $709K | Hold |
1,317
| – | – | 0.33% | 33 |
|
|
2023
Q1 | $654K | Buy |
1,317
+12
| +0.9% | +$5.96K | 0.33% | 34 |
|
|
2022
Q4 | $596K | Buy |
1,305
+9
| +0.7% | +$4.11K | 0.35% | 34 |
|
|
2022
Q3 | $612K | Sell |
1,296
-7
| -0.5% | -$3.31K | 0.4% | 30 |
|
|
2022
Q2 | $624K | Buy |
1,303
+131
| +11% | +$62.7K | 0.4% | 30 |
|
|
2022
Q1 | $675K | Buy |
1,172
+59
| +5% | +$34K | 0.38% | 29 |
|
|
2021
Q4 | $632K | Hold |
1,113
| – | – | 0.32% | 30 |
|
|
2021
Q3 | $500K | Buy |
1,113
+56
| +5% | +$25.2K | 0.28% | 34 |
|
|
2021
Q2 | $418K | Buy |
+1,057
| New | +$418K | 0.24% | 40 |
|