Semus Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
548
-2
| -0.4% | -$1.98K | 0.35% | 52 |
|
|
2025
Q1 | $520K | Buy |
550
+6
| +1% | +$5.68K | 0.36% | 49 |
|
|
2024
Q4 | $498K | Buy |
544
+74
| +16% | +$67.7K | 0.33% | 54 |
|
|
2024
Q3 | $417K | Buy |
470
+128
| +37% | +$113K | 0.29% | 68 |
|
|
2024
Q2 | $290K | Buy |
342
+31
| +10% | +$26.3K | 0.22% | 82 |
|
|
2024
Q1 | $228K | Sell |
311
-74
| -19% | -$54.3K | 0.19% | 113 |
|
|
2023
Q4 | $254K | Buy |
385
+2
| +0.5% | +$1.32K | 0.21% | 99 |
|
|
2023
Q3 | $216K | Buy |
383
+1
| +0.3% | +$565 | 0.2% | 104 |
|
|
2023
Q2 | $206K | Buy |
+382
| New | +$206K | 0.19% | 109 |
|