Sharp 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
$317K Buy
320
+2
+0.6% +$1.98K 0.2% 61
2025
Q1
$301K Buy
318
+1
+0.3% +$946 0.23% 64
2024
Q4
$290K Hold
317
0.22% 72
2024
Q3
$281K Sell
317
-38
-11% -$33.7K 0.22% 76
2024
Q2
$302K Buy
355
+15
+4% +$12.8K 0.26% 73
2024
Q1
$249K Hold
340
0.23% 76
2023
Q4
$224K Buy
+340
New +$224K 0.24% 80