Meridian Financial 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 | $415K | Hold |
419
| – | – | 0.2% | 74 |
|
|
2025
Q1 | $396K | Buy |
419
+5
| +1% | +$4.73K | 0.2% | 74 |
|
|
2024
Q4 | $379K | Hold |
414
| – | – | 0.2% | 72 |
|
|
2024
Q3 | $367K | Buy |
414
+14
| +4% | +$12.4K | 0.19% | 78 |
|
|
2024
Q2 | $336K | Hold |
400
| – | – | 0.2% | 67 |
|
|
2024
Q1 | $286K | Sell |
400
-5
| -1% | -$3.58K | 0.37% | 35 |
|
|
2023
Q4 | $278K | Hold |
405
| – | – | 0.29% | 45 |
|
|
2023
Q3 | $229K | Hold |
405
| – | – | 0.23% | 46 |
|
|
2023
Q2 | $226K | Hold |
405
| – | – | 0.14% | 79 |
|
|
2023
Q1 | $201K | Buy |
+405
| New | +$201K | 0.23% | 46 |
|
|
2022
Q3 | – | Sell |
-390
| Closed | -$204K | – | 49 |
|
|
2022
Q2 | $204K | Hold |
390
| – | – | 0.14% | 87 |
|
|
2022
Q1 | $225K | Buy |
+390
| New | +$225K | 0.34% | 43 |
|