Martel Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
224
| – | – | 0.04% | 67 |
|
|
2025
Q1 | $212K | Sell |
224
-83
| -27% | -$78.5K | 0.04% | 68 |
|
|
2024
Q4 | $281K | Hold |
307
| – | – | 0.05% | 58 |
|
|
2024
Q3 | $271K | Hold |
307
| – | – | 0.06% | 43 |
|
|
2024
Q2 | $261K | Sell |
307
-73
| -19% | -$62K | 0.06% | 42 |
|
|
2024
Q1 | $278K | Sell |
380
-64
| -14% | -$46.9K | 0.06% | 39 |
|
|
2023
Q4 | $293K | Sell |
444
-9
| -2% | -$5.94K | 0.07% | 40 |
|
|
2023
Q3 | $256K | Sell |
453
-77
| -15% | -$43.5K | 0.06% | 43 |
|
|
2023
Q2 | $285K | Sell |
530
-16
| -3% | -$8.61K | 0.07% | 41 |
|
|
2023
Q1 | $271K | Hold |
546
| – | – | 0.07% | 41 |
|
|
2022
Q4 | $249K | Hold |
546
| – | – | 0.07% | 43 |
|
|
2022
Q3 | $258K | Buy |
+546
| New | +$258K | 0.07% | 42 |
|