Snider Financial 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 | $5.68M | Buy |
5,743
+8
| +0.1% | +$7.92K | 1.64% | 17 |
|
|
2025
Q1 | $5.42M | Sell |
5,735
-393
| -6% | -$372K | 1.76% | 16 |
|
|
2024
Q4 | $5.61M | Buy |
6,128
+1,342
| +28% | +$1.23M | 1.74% | 16 |
|
|
2024
Q3 | $4.24M | Sell |
4,786
-46
| -1% | -$40.8K | 1.55% | 18 |
|
|
2024
Q2 | $4.11M | Sell |
4,832
-99
| -2% | -$84.2K | 1.59% | 18 |
|
|
2024
Q1 | $3.61M | Sell |
4,931
-73
| -1% | -$53.5K | 1.51% | 24 |
|
|
2023
Q4 | $3.3M | Buy |
5,004
+200
| +4% | +$132K | 1.52% | 25 |
|
|
2023
Q3 | $2.71M | Buy |
4,804
+211
| +5% | +$119K | 1.31% | 24 |
|
|
2023
Q2 | $2.47M | Buy |
4,593
+2,417
| +111% | +$1.3M | 1.18% | 26 |
|
|
2023
Q1 | $1.08M | Buy |
+2,176
| New | +$1.08M | 0.58% | 41 |
|
|
2022
Q2 | – | Sell |
-409
| Closed | -$236K | – | 61 |
|
|
2022
Q1 | $236K | Hold |
409
| – | – | 0.11% | 59 |
|
|
2021
Q4 | $232K | Hold |
409
| – | – | 0.1% | 61 |
|
|
2021
Q3 | $201K | Buy |
+409
| New | +$201K | 0.09% | 64 |
|