Shira Ridge Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
1,646
-3
| -0.2% | -$2.97K | 0.74% | 26 |
|
|
2025
Q1 | $1.56M | Buy |
1,649
+31
| +2% | +$29.3K | 0.78% | 26 |
|
|
2024
Q4 | $1.48M | Buy |
1,618
+43
| +3% | +$39.4K | 0.73% | 26 |
|
|
2024
Q3 | $1.4M | Buy |
1,575
+195
| +14% | +$173K | 0.71% | 26 |
|
|
2024
Q2 | $1.17M | Buy |
1,380
+24
| +2% | +$20.4K | 0.65% | 27 |
|
|
2024
Q1 | $993K | Sell |
1,356
-11
| -0.8% | -$8.06K | 0.57% | 30 |
|
|
2023
Q4 | $902K | Buy |
1,367
+17
| +1% | +$11.2K | 0.54% | 32 |
|
|
2023
Q3 | $762K | Buy |
1,350
+75
| +6% | +$42.4K | 0.5% | 33 |
|
|
2023
Q2 | $686K | Buy |
1,275
+5
| +0.4% | +$2.69K | 0.43% | 35 |
|
|
2023
Q1 | $631K | Buy |
1,270
+9
| +0.7% | +$4.47K | 0.42% | 38 |
|
|
2022
Q4 | $576K | Buy |
+1,261
| New | +$576K | 0.4% | 39 |
|