Security Financial Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
489
+46
| +10% | +$45.5K | 0.09% | 112 |
|
|
2025
Q1 | $419K | Buy |
443
+17
| +4% | +$16.1K | 0.08% | 114 |
|
|
2024
Q4 | $390K | Buy |
426
+28
| +7% | +$25.7K | 0.08% | 115 |
|
|
2024
Q3 | $353K | Sell |
398
-25
| -6% | -$22.2K | 0.07% | 117 |
|
|
2024
Q2 | $360K | Buy |
423
+9
| +2% | +$7.65K | 0.08% | 116 |
|
|
2024
Q1 | $303K | Buy |
414
+39
| +10% | +$28.6K | 0.07% | 140 |
|
|
2023
Q4 | $248K | Buy |
375
+5
| +1% | +$3.3K | 0.06% | 147 |
|
|
2023
Q3 | $209K | Sell |
370
-17
| -4% | -$9.6K | 0.06% | 157 |
|
|
2023
Q2 | $208K | Buy |
+387
| New | +$208K | 0.06% | 146 |
|