RIS
Retirement Income Solutions’s Costco COST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $376K | Hold |
380
| – | – | 0.07% | 101 |
|
2025
Q1 | $359K | Hold |
380
| – | – | 0.08% | 92 |
|
2024
Q4 | $348K | Buy |
380
+13
| +4% | +$11.9K | 0.07% | 99 |
|
2024
Q3 | $325K | Sell |
367
-20
| -5% | -$17.7K | 0.07% | 98 |
|
2024
Q2 | $329K | Buy |
387
+20
| +5% | +$17K | 0.08% | 95 |
|
2024
Q1 | $269K | Sell |
367
-15
| -4% | -$11K | 0.06% | 117 |
|
2023
Q4 | $252K | Buy |
382
+2
| +0.5% | +$1.32K | 0.06% | 119 |
|
2023
Q3 | $215K | Hold |
380
| – | – | 0.06% | 120 |
|
2023
Q2 | $205K | Buy |
+380
| New | +$205K | 0.05% | 134 |
|