Ruedi Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-47
| Closed | -$44.6K | – | 109 |
|
|
2025
Q1 | $44.6K | Hold |
47
| – | – | 0.01% | 92 |
|
|
2024
Q4 | $43.3K | Hold |
47
| – | – | 0.01% | 91 |
|
|
2024
Q3 | $41.9K | Sell |
47
-12
| -20% | -$10.7K | 0.01% | 94 |
|
|
2024
Q2 | $50.3K | Buy |
59
+25
| +74% | +$21.3K | 0.02% | 84 |
|
|
2024
Q1 | $25K | Hold |
34
| – | – | 0.01% | 116 |
|
|
2023
Q4 | $22.5K | Buy |
34
+6
| +21% | +$3.98K | 0.01% | 110 |
|
|
2023
Q3 | $15.9K | Hold |
28
| – | – | 0.01% | 110 |
|
|
2023
Q2 | $15.1K | Hold |
28
| – | – | 0.01% | 119 |
|
|
2023
Q1 | $13.9K | Hold |
28
| – | – | 0.01% | 137 |
|
|
2022
Q4 | $12.8K | Buy |
+28
| New | +$12.8K | 0.01% | 128 |
|