Omni 360 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 | $429K | Buy |
434
+142
| +49% | +$140K | 0.21% | 96 |
|
|
2025
Q1 | $276K | Sell |
292
-34
| -10% | -$32.1K | 0.16% | 118 |
|
|
2024
Q4 | $299K | Sell |
326
-10
| -3% | -$9.17K | 0.19% | 96 |
|
|
2024
Q3 | $298K | Buy |
336
+98
| +41% | +$86.9K | 0.19% | 100 |
|
|
2024
Q2 | $202K | Buy |
+238
| New | +$202K | 0.15% | 110 |
|