Peak Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Buy |
5,497
+2,033
| +59% | +$2.01M | 2.79% | 8 |
|
|
2025
Q1 | $3.28M | Sell |
3,464
-13
| -0.4% | -$12.3K | 1.67% | 14 |
|
|
2024
Q4 | $3.19M | Sell |
3,477
-50
| -1% | -$45.8K | 1.66% | 16 |
|
|
2024
Q3 | $3.13M | Sell |
3,527
-11
| -0.3% | -$9.75K | 1.61% | 19 |
|
|
2024
Q2 | $3.01M | Sell |
3,538
-98
| -3% | -$83.3K | 1.73% | 16 |
|
|
2024
Q1 | $2.66M | Sell |
3,636
-476
| -12% | -$349K | 1.62% | 33 |
|
|
2023
Q4 | $2.71M | Buy |
4,112
+155
| +4% | +$102K | 1.81% | 15 |
|
|
2023
Q3 | $2.24M | Sell |
3,957
-535
| -12% | -$302K | 2.42% | 16 |
|
|
2023
Q2 | $2.42M | Buy |
4,492
+961
| +27% | +$517K | 1.9% | 16 |
|
|
2023
Q1 | $1.75M | Buy |
3,531
+53
| +2% | +$26.3K | 1.48% | 23 |
|
|
2022
Q4 | $1.59M | Buy |
+3,478
| New | +$1.59M | 1.45% | 22 |
|
|
2021
Q1 | – | Sell |
-4,660
| Closed | -$1.76M | – | 72 |
|
|
2020
Q4 | $1.76M | Buy |
+4,660
| New | +$1.76M | 1.51% | 25 |
|