Peterson Wealth Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
13,616
+72
| +0.5% | +$71.3K | 3.69% | 6 |
|
|
2025
Q1 | $12.8M | Sell |
13,544
-738
| -5% | -$698K | 3.97% | 4 |
|
|
2024
Q4 | $13.1M | Sell |
14,282
-261
| -2% | -$239K | 3.93% | 5 |
|
|
2024
Q3 | $12.9M | Buy |
14,543
+348
| +2% | +$309K | 4.12% | 4 |
|
|
2024
Q2 | $12.1M | Sell |
14,195
-33
| -0.2% | -$28.1K | 4.22% | 4 |
|
|
2024
Q1 | $10.4M | Sell |
14,228
-934
| -6% | -$684K | 3.8% | 4 |
|
|
2023
Q4 | $10M | Buy |
+15,162
| New | +$10M | 4.29% | 4 |
|
|
2023
Q3 | – | Sell |
-10,800
| Closed | -$5.81M | – | 69 |
|
|
2023
Q2 | $5.81M | Buy |
10,800
+337
| +3% | +$181K | 2.79% | 9 |
|
|
2023
Q1 | $5.2M | Buy |
10,463
+295
| +3% | +$147K | 2.67% | 8 |
|
|
2022
Q4 | $4.64M | Buy |
10,168
+91
| +0.9% | +$41.5K | 2.66% | 7 |
|
|
2022
Q3 | $4.76M | Buy |
10,077
+142
| +1% | +$67.1K | 3.37% | 4 |
|
|
2022
Q2 | $4.76M | Sell |
9,935
-140
| -1% | -$67.1K | 3.43% | 5 |
|
|
2022
Q1 | $5.8M | Buy |
10,075
+596
| +6% | +$343K | 3.57% | 4 |
|
|
2021
Q4 | $5.38M | Buy |
+9,479
| New | +$5.38M | 3.57% | 3 |
|