Resurgent Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
1,365
+31
| +2% | +$30.7K | 0.74% | 33 |
|
|
2025
Q1 | $1.26M | Hold |
1,334
| – | – | 0.76% | 32 |
|
|
2024
Q4 | $1.22M | Buy |
1,334
+33
| +3% | +$30.2K | 0.72% | 33 |
|
|
2024
Q3 | $1.15M | Sell |
1,301
-82
| -6% | -$72.7K | 0.67% | 40 |
|
|
2024
Q2 | $1.18M | Buy |
1,383
+12
| +0.9% | +$10.2K | 0.73% | 37 |
|
|
2024
Q1 | $1M | Buy |
1,371
+14
| +1% | +$10.3K | 0.54% | 55 |
|
|
2023
Q4 | $896K | Buy |
1,357
+81
| +6% | +$53.5K | 0.55% | 40 |
|
|
2023
Q3 | $721K | Sell |
1,276
-66
| -5% | -$37.3K | 0.49% | 49 |
|
|
2023
Q2 | $723K | Sell |
1,342
-40
| -3% | -$21.5K | 0.48% | 53 |
|
|
2023
Q1 | $687K | Sell |
1,382
-198
| -13% | -$98.4K | 0.46% | 53 |
|
|
2022
Q4 | $721K | Buy |
1,580
+78
| +5% | +$35.6K | 0.38% | 59 |
|
|
2022
Q3 | $709K | Sell |
1,502
-6
| -0.4% | -$2.83K | 0.47% | 54 |
|
|
2022
Q2 | $723K | Buy |
1,508
+947
| +169% | +$454K | 0.46% | 56 |
|
|
2022
Q1 | $323K | Buy |
561
+172
| +44% | +$99K | 0.2% | 117 |
|
|
2021
Q4 | $221K | Buy |
+389
| New | +$221K | 0.18% | 112 |
|