Milestone Asset 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 | $1.51M | Sell |
1,522
-253
| -14% | -$250K | 0.32% | 60 |
|
|
2025
Q1 | $1.68M | Buy |
1,775
+810
| +84% | +$766K | 0.36% | 62 |
|
|
2024
Q4 | $884K | Buy |
965
+12
| +1% | +$11K | 0.19% | 115 |
|
|
2024
Q3 | $845K | Buy |
953
+99
| +12% | +$87.8K | 0.19% | 100 |
|
|
2024
Q2 | $726K | Buy |
854
+233
| +38% | +$198K | 0.18% | 107 |
|
|
2024
Q1 | $455K | Buy |
+621
| New | +$455K | 0.13% | 112 |
|