Schulz Wealth’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
331
+3
| +0.9% | +$2.97K | 0.24% | 48 |
|
|
2025
Q1 | $310K | Sell |
328
-2
| -0.6% | -$1.89K | 0.24% | 47 |
|
|
2024
Q4 | $302K | Buy |
330
+4
| +1% | +$3.67K | 0.23% | 48 |
|
|
2024
Q3 | $289K | Hold |
326
| – | – | 0.22% | 47 |
|
|
2024
Q2 | $277K | Sell |
326
-30
| -8% | -$25.5K | 0.23% | 46 |
|
|
2024
Q1 | $261K | Hold |
356
| – | – | 0.22% | 48 |
|
|
2023
Q4 | $235K | Buy |
+356
| New | +$235K | 0.22% | 46 |
|