SDH
Sloy Dahl & Holst’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
1,464
+110
| +8% | +$109K | 0.2% | 29 |
|
|
2025
Q1 | $1.28M | Sell |
1,354
-7
| -0.5% | -$6.62K | 0.22% | 30 |
|
|
2024
Q4 | $1.25M | Buy |
1,361
+200
| +17% | +$183K | 0.16% | 33 |
|
|
2024
Q3 | $1.03M | Buy |
1,161
+56
| +5% | +$49.7K | 0.18% | 31 |
|
|
2024
Q2 | $939K | Hold |
1,105
| – | – | 0.2% | 29 |
|
|
2024
Q1 | $810K | Buy |
1,105
+28
| +3% | +$20.5K | 0.19% | 33 |
|
|
2023
Q4 | $711K | Buy |
1,077
+225
| +26% | +$149K | 0.15% | 35 |
|
|
2023
Q3 | $481K | Hold |
852
| – | – | 0.1% | 44 |
|
|
2023
Q2 | $459K | Sell |
852
-1
| -0.1% | -$538 | 0.08% | 42 |
|
|
2023
Q1 | $424K | Buy |
853
+1
| +0.1% | +$497 | 0.1% | 39 |
|
|
2022
Q4 | $389K | Sell |
852
-25
| -3% | -$11.4K | 0.14% | 40 |
|
|
2022
Q3 | $414K | Hold |
877
| – | – | 0.09% | 44 |
|
|
2022
Q2 | $420K | Hold |
877
| – | – | 0.1% | 43 |
|
|
2022
Q1 | $505K | Sell |
877
-505
| -37% | -$291K | 0.08% | 41 |
|
|
2021
Q4 | $621K | Hold |
1,382
| – | – | 0.13% | 41 |
|
|
2021
Q3 | $621K | Buy |
1,382
+530
| +62% | +$238K | 0.13% | 41 |
|
|
2021
Q2 | $337K | Buy |
852
+165
| +24% | +$65.3K | 0.05% | 45 |
|
|
2021
Q1 | $242K | Sell |
687
-57
| -8% | -$20.1K | 0.03% | 58 |
|
|
2020
Q4 | $223K | Buy |
744
+70
| +10% | +$21K | 0.11% | 47 |
|
|
2020
Q3 | $254K | Sell |
674
-60
| -8% | -$22.6K | 0.1% | 32 |
|
|
2020
Q2 | $222K | Hold |
734
| – | – | 0.11% | 36 |
|
|
2020
Q1 | $209K | Sell |
734
-35
| -5% | -$9.97K | 0.16% | 36 |
|
|
2019
Q4 | $226K | Buy |
+769
| New | +$226K | 0.21% | 42 |
|