Moran 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 | $11.6M | Buy |
11,704
+128
| +1% | +$127K | 0.36% | 87 |
|
|
2025
Q1 | $10.9M | Sell |
11,576
-629
| -5% | -$595K | 0.37% | 84 |
|
|
2024
Q4 | $11.2M | Buy |
12,205
+1,908
| +19% | +$1.75M | 0.36% | 99 |
|
|
2024
Q3 | $9.13M | Sell |
10,297
-243
| -2% | -$215K | 0.28% | 111 |
|
|
2024
Q2 | $8.96M | Sell |
10,540
-291
| -3% | -$247K | 0.29% | 115 |
|
|
2024
Q1 | $7.94M | Sell |
10,831
-854
| -7% | -$626K | 0.26% | 133 |
|
|
2023
Q4 | $7.71M | Sell |
11,685
-715
| -6% | -$472K | 0.27% | 126 |
|
|
2023
Q3 | $7.01M | Sell |
12,400
-247
| -2% | -$140K | 0.27% | 128 |
|
|
2023
Q2 | $6.81M | Buy |
12,647
+64
| +0.5% | +$34.5K | 0.26% | 138 |
|
|
2023
Q1 | $6.25M | Buy |
12,583
+890
| +8% | +$442K | 0.24% | 137 |
|
|
2022
Q4 | $5.34M | Buy |
+11,693
| New | +$5.34M | 0.2% | 142 |
|