Marshall Financial Group (Maryland)’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
256
-33
| -11% | -$32.7K | 0.05% | 224 |
|
|
2025
Q1 | $274K | Buy |
289
+20
| +7% | +$18.9K | 0.06% | 197 |
|
|
2024
Q4 | $247K | Sell |
269
-9
| -3% | -$8.26K | 0.06% | 200 |
|
|
2024
Q3 | $247K | Buy |
278
+18
| +7% | +$16K | 0.06% | 194 |
|
|
2024
Q2 | $221K | Sell |
260
-21
| -7% | -$17.9K | 0.06% | 160 |
|
|
2024
Q1 | $206K | Buy |
+281
| New | +$206K | 0.06% | 169 |
|