Sensible Money’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
343
+1
| +0.3% | +$989 | 0.13% | 57 |
|
|
2025
Q1 | $324K | Hold |
342
| – | – | 0.14% | 55 |
|
|
2024
Q4 | $314K | Hold |
342
| – | – | 0.14% | 57 |
|
|
2024
Q3 | $303K | Hold |
342
| – | – | 0.13% | 61 |
|
|
2024
Q2 | $291K | Hold |
342
| – | – | 0.14% | 63 |
|
|
2024
Q1 | $250K | Sell |
342
-152
| -31% | -$111K | 0.13% | 66 |
|
|
2023
Q4 | $326K | Buy |
494
+88
| +22% | +$58K | 0.2% | 52 |
|
|
2023
Q3 | $229K | Buy |
406
+4
| +1% | +$2.26K | 0.16% | 60 |
|
|
2023
Q2 | $217K | Buy |
+402
| New | +$217K | 0.16% | 68 |
|