Perissos Private Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Hold |
451
| – | – | 0.35% | 50 |
|
|
2025
Q1 | $427K | Sell |
451
-2,305
| -84% | -$2.18M | 0.39% | 49 |
|
|
2024
Q4 | $2.53M | Sell |
2,756
-9
| -0.3% | -$8.25K | 1.89% | 15 |
|
|
2024
Q3 | $2.45M | Buy |
2,765
+154
| +6% | +$137K | 1.97% | 15 |
|
|
2024
Q2 | $2.22M | Buy |
2,611
+3
| +0.1% | +$2.55K | 1.99% | 15 |
|
|
2024
Q1 | $1.91M | Buy |
+2,608
| New | +$1.91M | 1.73% | 21 |
|