Meridian Wealth 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 | $386K | Sell |
390
-22
| -5% | -$21.8K | 0.06% | 77 |
|
|
2025
Q1 | $390K | Buy |
412
+4
| +1% | +$3.78K | 0.06% | 72 |
|
|
2024
Q4 | $374K | Buy |
408
+2
| +0.5% | +$1.83K | 0.06% | 75 |
|
|
2024
Q3 | $360K | Sell |
406
-26
| -6% | -$23K | 0.06% | 75 |
|
|
2024
Q2 | $367K | Buy |
432
+35
| +9% | +$29.7K | 0.06% | 72 |
|
|
2024
Q1 | $291K | Buy |
397
+12
| +3% | +$8.78K | 0.05% | 84 |
|
|
2023
Q4 | $254K | Sell |
385
-7
| -2% | -$4.62K | 0.05% | 85 |
|
|
2023
Q3 | $222K | Buy |
392
+9
| +2% | +$5.09K | 0.05% | 86 |
|
|
2023
Q2 | $206K | Buy |
+383
| New | +$206K | 0.04% | 92 |
|
|
2021
Q2 | – | Sell |
-170
| Closed | -$60K | – | 343 |
|
|
2021
Q1 | $60K | Buy |
170
+48
| +39% | +$16.9K | 0.02% | 142 |
|
|
2020
Q4 | $46K | Hold |
122
| – | – | 0.02% | 150 |
|
|
2020
Q3 | $43K | Buy |
122
+10
| +9% | +$3.53K | 0.02% | 137 |
|
|
2020
Q2 | $34K | Sell |
112
-4
| -3% | -$1.21K | 0.02% | 149 |
|
|
2020
Q1 | $33K | Buy |
116
+19
| +20% | +$5.41K | 0.02% | 145 |
|
|
2019
Q4 | $29K | Buy |
+97
| New | +$29K | 0.02% | 161 |
|