Richardson Financial Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
1,055
+47
| +5% | +$46.3K | 0.7% | 31 |
|
|
2025
Q1 | $953K | Sell |
1,008
-15
| -1% | -$14.2K | 0.73% | 31 |
|
|
2024
Q4 | $943K | Sell |
1,023
-275
| -21% | -$254K | 0.66% | 35 |
|
|
2024
Q3 | $1.1M | Buy |
1,298
+2
| +0.2% | +$1.7K | 0.7% | 32 |
|
|
2024
Q2 | $1.1M | Sell |
1,296
-129
| -9% | -$110K | 0.79% | 28 |
|
|
2024
Q1 | $1.04M | Buy |
1,425
+123
| +9% | +$90.1K | 0.74% | 33 |
|
|
2023
Q4 | $859K | Buy |
+1,302
| New | +$859K | 0.75% | 36 |
|