Morton Brown Family Wealth’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.9K | Hold |
51
| – | – | 0.02% | 107 |
|
|
2025
Q1 | $48.6K | Buy |
51
+6
| +13% | +$5.72K | 0.02% | 105 |
|
|
2024
Q4 | $41.5K | Hold |
45
| – | – | 0.01% | 112 |
|
|
2024
Q3 | $40.2K | Hold |
45
| – | – | 0.01% | 105 |
|
|
2024
Q2 | $38K | Hold |
45
| – | – | 0.02% | 103 |
|
|
2024
Q1 | $33.1K | Hold |
45
| – | – | 0.01% | 103 |
|
|
2023
Q4 | $29.8K | Buy |
45
+30
| +200% | +$19.9K | 0.01% | 129 |
|
|
2023
Q3 | $8.47K | Hold |
15
| – | – | ﹤0.01% | 132 |
|
|
2023
Q2 | $8.08K | Hold |
15
| – | – | ﹤0.01% | 129 |
|
|
2023
Q1 | $7.45K | Hold |
15
| – | – | ﹤0.01% | 144 |
|
|
2022
Q4 | $6.85K | Sell |
15
-4
| -21% | -$1.83K | ﹤0.01% | 127 |
|
|
2022
Q3 | $9K | Sell |
19
-6
| -24% | -$2.84K | 0.01% | 113 |
|
|
2022
Q2 | $12K | Buy |
25
+10
| +67% | +$4.8K | 0.01% | 105 |
|
|
2022
Q1 | $9K | Sell |
15
-25
| -63% | -$15K | 0.01% | 109 |
|
|
2021
Q4 | $23K | Buy |
+40
| New | +$23K | 0.02% | 98 |
|