MPS Loria Financial Planners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
390
+1
| +0.3% | +$989 | 0.11% | 56 |
|
|
2025
Q1 | $368K | Hold |
389
| – | – | 0.11% | 55 |
|
|
2024
Q4 | $356K | Hold |
389
| – | – | 0.11% | 56 |
|
|
2024
Q3 | $345K | Buy |
389
+1
| +0.3% | +$886 | 0.1% | 57 |
|
|
2024
Q2 | $330K | Hold |
388
| – | – | 0.11% | 58 |
|
|
2024
Q1 | $284K | Hold |
388
| – | – | 0.1% | 66 |
|
|
2023
Q4 | $260K | Buy |
388
+6
| +2% | +$4.03K | 0.09% | 72 |
|
|
2023
Q3 | $216K | Hold |
382
| – | – | 0.08% | 73 |
|
|
2023
Q2 | $206K | Buy |
+382
| New | +$206K | 0.08% | 77 |
|
|
2021
Q2 | – | Sell |
-339
| Closed | -$119K | – | 205 |
|
|
2021
Q1 | $119K | Hold |
339
| – | – | 0.06% | 104 |
|
|
2020
Q4 | $129K | Buy |
339
+33
| +11% | +$12.6K | 0.06% | 101 |
|
|
2020
Q3 | $109K | Hold |
306
| – | – | 0.06% | 101 |
|
|
2020
Q2 | $93K | Buy |
+306
| New | +$93K | 0.05% | 109 |
|
|
2017
Q3 | – | Sell |
-370
| Closed | -$58K | – | 138 |
|
|
2017
Q2 | $58K | Buy |
+370
| New | +$58K | 0.04% | 140 |
|