Marion 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 | $2.43M | Buy |
2,450
+31
| +1% | +$30.7K | 0.61% | 43 |
|
|
2025
Q1 | $2.29M | Sell |
2,419
-152
| -6% | -$144K | 0.61% | 44 |
|
|
2024
Q4 | $2.36M | Buy |
2,571
+22
| +0.9% | +$20.2K | 0.62% | 44 |
|
|
2024
Q3 | $2.26M | Buy |
2,549
+77
| +3% | +$68.3K | 0.6% | 46 |
|
|
2024
Q2 | $2.1M | Buy |
2,472
+61
| +3% | +$51.9K | 0.62% | 44 |
|
|
2024
Q1 | $1.77M | Buy |
2,411
+21
| +0.9% | +$15.4K | 0.53% | 49 |
|
|
2023
Q4 | $1.58M | Buy |
2,390
+1,792
| +300% | +$1.18M | 0.5% | 51 |
|
|
2023
Q3 | $338K | Sell |
598
-78
| -12% | -$44K | 0.12% | 94 |
|
|
2023
Q2 | $364K | Buy |
676
+124
| +22% | +$66.7K | 0.13% | 88 |
|
|
2023
Q1 | $274K | Buy |
552
+68
| +14% | +$33.8K | 0.1% | 93 |
|
|
2022
Q4 | $221K | Buy |
484
+12
| +3% | +$5.48K | 0.09% | 99 |
|
|
2022
Q3 | $223K | Buy |
+472
| New | +$223K | 0.11% | 94 |
|