Scissortail 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
$435K Hold
439
0.1% 79
2025
Q1
$415K Sell
439
-90
-17% -$85.1K 0.11% 80
2024
Q4
$485K Buy
529
+518
+4,709% +$475K 0.12% 87
2024
Q3
$469K Sell
11
-515
-98% -$22M 0.11% 87
2024
Q2
$447K Sell
526
-60
-10% -$51K 0.11% 88
2024
Q1
$429K Sell
586
-1,686
-74% -$1.24M 0.11% 89
2023
Q4
$1.58M Buy
2,272
+1,791
+372% +$1.24M 0.5% 49
2023
Q3
$266K Buy
+481
New +$266K 0.21% 42
2023
Q1
Sell
-2,135
Closed -$1.07M 56
2022
Q4
$1.07M Buy
+2,135
New +$1.07M 0.62% 35
2022
Q3
Sell
-376
Closed -$213K 95
2022
Q2
$213K Hold
376
0.08% 79
2022
Q1
$210K Hold
376
0.1% 85
2021
Q4
$213K Buy
+376
New +$213K 0.08% 79