Precedent Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
492
+14
| +3% | +$13.9K | 0.12% | 127 |
|
|
2025
Q1 | $452K | Buy |
478
+44
| +10% | +$41.6K | 0.13% | 123 |
|
|
2024
Q4 | $398K | Buy |
434
+34
| +9% | +$31.2K | 0.13% | 126 |
|
|
2024
Q3 | $355K | Sell |
400
-19
| -5% | -$16.9K | 0.12% | 122 |
|
|
2024
Q2 | $356K | Buy |
419
+86
| +26% | +$73.1K | 0.14% | 113 |
|
|
2024
Q1 | $244K | Hold |
333
| – | – | 0.1% | 126 |
|
|
2023
Q4 | $220K | Buy |
+333
| New | +$220K | 0.11% | 128 |
|