MLA
My Legacy Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
2,951
+49
| +2% | +$47.5K | 1.02% | 23 |
|
|
2025
Q1 | $2.74M | Buy |
2,902
+309
| +12% | +$292K | 1.06% | 22 |
|
|
2024
Q4 | $2.39M | Sell |
2,593
-47
| -2% | -$43.4K | 0.93% | 26 |
|
|
2024
Q3 | $2.34M | Sell |
2,640
-564
| -18% | -$500K | 0.92% | 25 |
|
|
2024
Q2 | $2.72M | Buy |
3,204
+39
| +1% | +$33.2K | 0.87% | 25 |
|
|
2024
Q1 | $2.32M | Sell |
3,165
-430
| -12% | -$315K | 0.78% | 34 |
|
|
2023
Q4 | $2.42M | Buy |
3,595
+51
| +1% | +$34.4K | 0.87% | 25 |
|
|
2023
Q3 | $2M | Buy |
3,544
+92
| +3% | +$52K | 0.82% | 29 |
|
|
2023
Q2 | $1.86M | Buy |
3,452
+85
| +3% | +$45.8K | 0.73% | 32 |
|
|
2023
Q1 | $1.66M | Sell |
3,367
-17
| -0.5% | -$8.4K | 0.71% | 34 |
|
|
2022
Q4 | $1.74M | Buy |
3,384
+175
| +5% | +$90.1K | 0.74% | 31 |
|
|
2022
Q3 | $1.46M | Buy |
3,209
+151
| +5% | +$68.7K | 0.74% | 29 |
|
|
2022
Q2 | $1.53M | Buy |
3,058
+92
| +3% | +$45.9K | 0.76% | 28 |
|
|
2022
Q1 | $1.71M | Buy |
+2,966
| New | +$1.71M | 0.79% | 26 |
|