Midland 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 | $2.32M | Sell |
2,346
-171
| -7% | -$169K | 0.13% | 39 |
|
|
2025
Q1 | $2.38M | Sell |
2,517
-77
| -3% | -$72.8K | 0.14% | 39 |
|
|
2024
Q4 | $2.38M | Sell |
2,594
-171
| -6% | -$157K | 0.14% | 43 |
|
|
2024
Q3 | $2.45M | Sell |
2,765
-180
| -6% | -$160K | 0.14% | 44 |
|
|
2024
Q2 | $2.5M | Sell |
2,945
-405
| -12% | -$344K | 0.15% | 39 |
|
|
2024
Q1 | $2.45M | Sell |
3,350
-69
| -2% | -$50.6K | 0.15% | 38 |
|
|
2023
Q4 | $2.26M | Buy |
+3,419
| New | +$2.26M | 0.15% | 36 |
|