MGB Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
1,063
+184
| +21% | +$182K | 0.35% | 64 |
|
|
2025
Q1 | $831K | Buy |
879
+335
| +62% | +$317K | 0.3% | 86 |
|
|
2024
Q4 | $499K | Buy |
544
+184
| +51% | +$169K | 0.15% | 118 |
|
|
2024
Q3 | $319K | Hold |
360
| – | – | 0.12% | 147 |
|
|
2024
Q2 | $305K | Buy |
360
+55
| +18% | +$46.5K | 0.11% | 150 |
|
|
2024
Q1 | $223K | Hold |
305
| – | – | 0.09% | 176 |
|
|
2023
Q4 | $202K | Buy |
+305
| New | +$202K | 0.1% | 175 |
|