Morris Financial Concepts’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Hold |
520
| – | – | 0.2% | 64 |
|
|
2025
Q1 | $492K | Hold |
520
| – | – | 0.21% | 70 |
|
|
2024
Q4 | $477K | Buy |
520
+62
| +14% | +$56.8K | 0.2% | 65 |
|
|
2024
Q3 | $406K | Sell |
458
-1
| -0.2% | -$887 | 0.17% | 74 |
|
|
2024
Q2 | $390K | Buy |
459
+58
| +14% | +$49.3K | 0.19% | 74 |
|
|
2024
Q1 | $294K | Sell |
401
-7
| -2% | -$5.13K | 0.15% | 80 |
|
|
2023
Q4 | $269K | Buy |
+408
| New | +$269K | 0.15% | 79 |
|