Secured Retirement Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-246
| Closed | -$233K | – | 120 |
|
|
2025
Q1 | $233K | Sell |
246
-2,539
| -91% | -$2.4M | 0.15% | 112 |
|
|
2024
Q4 | $2.55M | Sell |
2,785
-222
| -7% | -$203K | 1.46% | 12 |
|
|
2024
Q3 | $2.67M | Buy |
3,007
+123
| +4% | +$109K | 1.92% | 8 |
|
|
2024
Q2 | $2.45M | Buy |
2,884
+189
| +7% | +$161K | 1.91% | 10 |
|
|
2024
Q1 | $1.97M | Buy |
2,695
+41
| +2% | +$30K | 1.67% | 14 |
|
|
2023
Q4 | $1.75M | Buy |
+2,654
| New | +$1.75M | 1.68% | 15 |
|