Premier Path 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 | $3.46M | Buy |
3,490
+135
| +4% | +$134K | 0.48% | 43 |
|
2025
Q1 | $3.17M | Sell |
3,355
-81
| -2% | -$76.6K | 0.49% | 46 |
|
2024
Q4 | $3.15M | Buy |
3,436
+29
| +0.9% | +$26.6K | 0.48% | 45 |
|
2024
Q3 | $3.02M | Buy |
3,407
+5
| +0.1% | +$4.43K | 0.48% | 44 |
|
2024
Q2 | $2.89M | Buy |
3,402
+207
| +6% | +$176K | 0.49% | 42 |
|
2024
Q1 | $2.34M | Sell |
3,195
-87
| -3% | -$63.7K | 0.44% | 51 |
|
2023
Q4 | $2.14M | Buy |
+3,282
| New | +$2.14M | 0.47% | 46 |
|