Sather Financial Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-270
| Closed | -$239K | – | 96 |
|
|
2024
Q3 | $239K | Buy |
+270
| New | +$239K | 0.02% | 87 |
|
|
2023
Q3 | – | Sell |
-548
| Closed | -$295K | – | 91 |
|
|
2023
Q2 | $295K | Sell |
548
-33
| -6% | -$17.8K | 0.02% | 79 |
|
|
2023
Q1 | $289K | Hold |
581
| – | – | 0.03% | 79 |
|
|
2022
Q4 | $265K | Buy |
+581
| New | +$265K | 0.02% | 90 |
|