Smart Money Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
1,175
+82
| +8% | +$81.2K | 0.36% | 28 |
|
|
2025
Q1 | $1.03M | Buy |
1,093
+217
| +25% | +$205K | 0.35% | 28 |
|
|
2024
Q4 | $803K | Buy |
876
+42
| +5% | +$38.5K | 0.28% | 57 |
|
|
2024
Q3 | $729K | Buy |
834
+58
| +7% | +$50.7K | 0.26% | 58 |
|
|
2024
Q2 | $638K | Buy |
776
+48
| +7% | +$39.4K | 0.23% | 58 |
|
|
2024
Q1 | $526K | Buy |
728
+248
| +52% | +$179K | 0.2% | 59 |
|
|
2023
Q4 | $317K | Buy |
480
+88
| +22% | +$58.1K | 0.14% | 66 |
|
|
2023
Q3 | $221K | Buy |
+392
| New | +$221K | 0.11% | 68 |
|