Sage 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 | $1.43M | Sell |
1,444
-88
| -6% | -$87.1K | 1.02% | 16 |
|
2025
Q1 | $1.45M | Buy |
1,532
+68
| +5% | +$64.3K | 1.02% | 17 |
|
2024
Q4 | $1.34M | Buy |
1,464
+259
| +21% | +$237K | 1% | 17 |
|
2024
Q3 | $1.07M | Buy |
1,205
+105
| +10% | +$93.1K | 0.84% | 16 |
|
2024
Q2 | $935K | Buy |
1,100
+141
| +15% | +$120K | 0.76% | 18 |
|
2024
Q1 | $703K | Buy |
+959
| New | +$703K | 0.63% | 20 |
|