Seamount Financial Group’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.48M Buy
3,516
+1,176
+50% +$1.16M 1.79% 13
2025
Q1
$2.21M Buy
2,340
+57
+2% +$53.9K 1.51% 22
2024
Q4
$2.09M Buy
2,283
+320
+16% +$293K 1.44% 23
2024
Q3
$1.74M Buy
1,963
+446
+29% +$395K 1.31% 22
2024
Q2
$1.29M Sell
1,517
-104
-6% -$88.4K 1.05% 25
2024
Q1
$1.19M Buy
1,621
+11
+0.7% +$8.06K 1.04% 25
2023
Q4
$1.06M Buy
+1,610
New +$1.06M 1.02% 27