Motive Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
525
+62
| +13% | +$61.4K | 0.24% | 42 |
|
|
2025
Q1 | $438K | Sell |
463
-3
| -0.6% | -$2.84K | 0.23% | 44 |
|
|
2024
Q4 | $427K | Buy |
466
+56
| +14% | +$51.3K | 0.23% | 45 |
|
|
2024
Q3 | $348K | Hold |
410
| – | – | 0.21% | 48 |
|
|
2024
Q2 | $348K | Sell |
410
-4
| -1% | -$3.4K | 0.21% | 48 |
|
|
2024
Q1 | $303K | Buy |
+414
| New | +$303K | 0.18% | 57 |
|