MorganRosel 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 | $1.8M | Buy |
1,814
+40
| +2% | +$39.6K | 0.49% | 36 |
|
|
2025
Q1 | $1.68M | Sell |
1,774
-13
| -0.7% | -$12.3K | 0.51% | 36 |
|
|
2024
Q4 | $1.64M | Buy |
1,787
+379
| +27% | +$347K | 0.54% | 34 |
|
|
2024
Q3 | $1.25M | Buy |
1,408
+153
| +12% | +$136K | 0.41% | 47 |
|
|
2024
Q2 | $1.07M | Sell |
1,255
-116
| -8% | -$98.6K | 0.38% | 48 |
|
|
2024
Q1 | $1M | Buy |
1,371
+341
| +33% | +$250K | 0.36% | 55 |
|
|
2023
Q4 | $680K | Buy |
+1,030
| New | +$680K | 0.26% | 64 |
|