Meadow Creek 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 | $1.37M | Hold |
1,387
| – | – | 0.93% | 24 |
|
|
2025
Q1 | $1.31M | Hold |
1,387
| – | – | 0.98% | 24 |
|
|
2024
Q4 | $1.27M | Sell |
1,387
-246
| -15% | -$225K | 0.92% | 25 |
|
|
2024
Q3 | $1.45M | Sell |
1,633
-52
| -3% | -$46.1K | 1.15% | 23 |
|
|
2024
Q2 | $1.43M | Buy |
1,685
+954
| +131% | +$811K | 1.35% | 20 |
|
|
2024
Q1 | $535K | Buy |
731
+331
| +83% | +$242K | 0.37% | 60 |
|
|
2023
Q4 | $264K | Buy |
+400
| New | +$264K | 0.26% | 83 |
|
|
2022
Q2 | – | Sell |
-393
| Closed | -$226K | – | 98 |
|
|
2022
Q1 | $226K | Sell |
393
-60
| -13% | -$34.5K | 0.25% | 100 |
|
|
2021
Q4 | $257K | Buy |
+453
| New | +$257K | 0.24% | 103 |
|