Monument Capital 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 | $801K | Sell |
809
-41
| -5% | -$40.6K | 0.21% | 103 |
|
|
2025
Q1 | $804K | Buy |
850
+27
| +3% | +$25.5K | 0.25% | 93 |
|
|
2024
Q4 | $754K | Sell |
823
-18
| -2% | -$16.5K | 0.21% | 92 |
|
|
2024
Q3 | $746K | Buy |
841
+40
| +5% | +$35.5K | 0.21% | 89 |
|
|
2024
Q2 | $681K | Buy |
801
+68
| +9% | +$57.8K | 0.2% | 89 |
|
|
2024
Q1 | $537K | Buy |
733
+5
| +0.7% | +$3.67K | 0.15% | 113 |
|
|
2023
Q4 | $481K | Buy |
728
+200
| +38% | +$132K | 0.15% | 114 |
|
|
2023
Q3 | $298K | Buy |
528
+42
| +9% | +$23.7K | 0.1% | 137 |
|
|
2023
Q2 | $262K | Buy |
486
+45
| +10% | +$24.2K | 0.08% | 140 |
|
|
2023
Q1 | $219K | Buy |
+441
| New | +$219K | 0.07% | 139 |
|
|
2022
Q3 | – | Sell |
-561
| Closed | -$269K | – | 150 |
|
|
2022
Q2 | $269K | Sell |
561
-27
| -5% | -$12.9K | 0.1% | 126 |
|
|
2022
Q1 | $339K | Buy |
+588
| New | +$339K | 0.11% | 110 |
|