Patrick M. Sweeney & Associates’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
2,593
+30
| +1% | +$29.6K | 1.76% | 11 |
|
|
2025
Q1 | $2.42M | Sell |
2,563
-51
| -2% | -$48.2K | 1.81% | 11 |
|
|
2024
Q4 | $2.4M | Sell |
2,614
-6
| -0.2% | -$5.5K | 1.79% | 10 |
|
|
2024
Q3 | $2.32M | Buy |
2,620
+50
| +2% | +$44.3K | 1.71% | 11 |
|
|
2024
Q2 | $2.18M | Sell |
2,570
-12
| -0.5% | -$10.2K | 1.77% | 11 |
|
|
2024
Q1 | $1.89M | Hold |
2,582
| – | – | 1.56% | 14 |
|
|
2023
Q4 | $1.7M | Buy |
+2,582
| New | +$1.7M | 1.56% | 12 |
|