Oxford Wealth Group’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.01M Hold
1,098
0.65% 35
2024
Q3
$973K Buy
1,098
+12
+1% +$10.6K 0.79% 35
2024
Q2
$923K Buy
1,086
+29
+3% +$24.7K 0.63% 38
2024
Q1
$774K Buy
+1,057
New +$774K 0.7% 37