Seaside 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 | $448K | Buy |
453
+7
| +2% | +$6.93K | 0.14% | 43 |
|
|
2025
Q1 | $422K | Buy |
446
+8
| +2% | +$7.57K | 0.15% | 38 |
|
|
2024
Q4 | $401K | Hold |
438
| – | – | 0.15% | 38 |
|
|
2024
Q3 | $388K | Hold |
438
| – | – | 0.15% | 39 |
|
|
2024
Q2 | $372K | Hold |
438
| – | – | 0.15% | 40 |
|
|
2024
Q1 | $321K | Sell |
438
-12
| -3% | -$8.79K | 0.14% | 39 |
|
|
2023
Q4 | $297K | Buy |
450
+12
| +3% | +$7.92K | 0.14% | 40 |
|
|
2023
Q3 | $247K | Hold |
438
| – | – | 0.13% | 43 |
|
|
2023
Q2 | $236K | Hold |
438
| – | – | 0.12% | 45 |
|
|
2023
Q1 | $218K | Buy |
+438
| New | +$218K | 0.13% | 45 |
|
|
2022
Q4 | – | Sell |
-438
| Closed | -$220K | – | 48 |
|
|
2022
Q3 | $220K | Buy |
+438
| New | +$220K | 0.15% | 48 |
|