PSA
Plum Street Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Buy |
886
+12
| +1% | +$11.9K | 0.39% | 47 |
|
|
2025
Q1 | $827K | Hold |
874
| – | – | 0.4% | 48 |
|
|
2024
Q4 | $801K | Buy |
874
+62
| +8% | +$56.8K | 0.4% | 49 |
|
|
2024
Q3 | $720K | Buy |
+812
| New | +$720K | 0.36% | 47 |
|
|
2024
Q2 | – | Sell |
-812
| Closed | -$720K | – | 69 |
|
|
2024
Q1 | $720K | Buy |
+812
| New | +$720K | 0.36% | 47 |
|