Root Financial 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 | $1.66M | Buy |
1,677
+18
| +1% | +$17.8K | 0.16% | 49 |
|
|
2025
Q1 | $1.57M | Buy |
1,659
+166
| +11% | +$157K | 0.17% | 46 |
|
|
2024
Q4 | $1.37M | Buy |
1,493
+477
| +47% | +$437K | 0.17% | 46 |
|
|
2024
Q3 | $901K | Buy |
1,016
+206
| +25% | +$183K | 0.14% | 52 |
|
|
2024
Q2 | $689K | Buy |
810
+279
| +53% | +$237K | 0.16% | 49 |
|
|
2024
Q1 | $389K | Buy |
+531
| New | +$389K | 0.12% | 67 |
|