MN 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 | $694K | Buy |
700
+66
| +10% | +$65.4K | 0.4% | 56 |
|
|
2025
Q1 | $600K | Sell |
634
-69
| -10% | -$65.3K | 0.35% | 61 |
|
|
2024
Q4 | $645K | Buy |
703
+26
| +4% | +$23.8K | 0.36% | 59 |
|
|
2024
Q3 | $601K | Buy |
677
+1
| +0.1% | +$888 | 0.34% | 56 |
|
|
2024
Q2 | $575K | Buy |
676
+19
| +3% | +$16.2K | 0.33% | 58 |
|
|
2024
Q1 | $481K | Sell |
657
-45
| -6% | -$33K | 0.3% | 65 |
|
|
2023
Q4 | $464K | Buy |
+702
| New | +$464K | 0.32% | 61 |
|