Personal CFO Solutions’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
1,634
+115
| +8% | +$114K | 0.3% | 61 |
|
|
2025
Q1 | $1.44M | Buy |
1,519
+167
| +12% | +$158K | 0.29% | 70 |
|
|
2024
Q4 | $1.24M | Buy |
1,352
+47
| +4% | +$43.1K | 0.24% | 81 |
|
|
2024
Q3 | $1.16M | Sell |
1,305
-63
| -5% | -$55.9K | 0.16% | 122 |
|
|
2024
Q2 | $1.16M | Sell |
1,368
-125
| -8% | -$106K | 0.18% | 108 |
|
|
2024
Q1 | $1.09M | Buy |
1,493
+17
| +1% | +$12.5K | 0.17% | 117 |
|
|
2023
Q4 | $974K | Buy |
1,476
+487
| +49% | +$321K | 0.17% | 122 |
|
|
2023
Q3 | $559K | Buy |
989
+34
| +4% | +$19.2K | 0.11% | 174 |
|
|
2023
Q2 | $514K | Buy |
955
+9
| +1% | +$4.85K | 0.1% | 197 |
|
|
2023
Q1 | $470K | Buy |
946
+24
| +3% | +$11.9K | 0.1% | 203 |
|
|
2022
Q4 | $421K | Buy |
922
+47
| +5% | +$21.4K | 0.09% | 211 |
|
|
2022
Q3 | $413K | Sell |
875
-6
| -0.7% | -$2.83K | 0.1% | 187 |
|
|
2022
Q2 | $422K | Sell |
881
-19
| -2% | -$9.1K | 0.1% | 188 |
|
|
2022
Q1 | $519K | Buy |
900
+119
| +15% | +$68.6K | 0.1% | 195 |
|
|
2021
Q4 | $444K | Sell |
781
-17
| -2% | -$9.67K | 0.08% | 222 |
|
|
2021
Q3 | $359K | Buy |
798
+119
| +18% | +$53.5K | 0.07% | 244 |
|
|
2021
Q2 | $269K | Buy |
679
+51
| +8% | +$20.2K | 0.06% | 324 |
|
|
2021
Q1 | $221K | Buy |
+628
| New | +$221K | 0.05% | 359 |
|
|
2020
Q2 | – | Sell |
-813
| Closed | -$232K | – | 322 |
|
|
2020
Q1 | $232K | Buy |
+813
| New | +$232K | 0.08% | 210 |
|