Souders Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Sell |
928
-157
| -14% | -$155K | 0.12% | 93 |
|
|
2025
Q1 | $1.03M | Sell |
1,085
-236
| -18% | -$223K | 0.14% | 89 |
|
|
2024
Q4 | $1.21M | Sell |
1,321
-286
| -18% | -$262K | 0.17% | 95 |
|
|
2024
Q3 | $1.42M | Buy |
1,607
+10
| +0.6% | +$8.87K | 0.2% | 79 |
|
|
2024
Q2 | $1.36M | Buy |
1,597
+34
| +2% | +$28.9K | 0.2% | 79 |
|
|
2024
Q1 | $1.14M | Buy |
1,563
+305
| +24% | +$223K | 0.18% | 86 |
|
|
2023
Q4 | $830K | Buy |
1,258
+25
| +2% | +$16.5K | 0.14% | 99 |
|
|
2023
Q3 | $697K | Sell |
1,233
-19
| -2% | -$10.7K | 0.13% | 102 |
|
|
2023
Q2 | $674K | Buy |
1,252
+98
| +8% | +$52.8K | 0.13% | 104 |
|
|
2023
Q1 | $573K | Sell |
1,154
-43
| -4% | -$21.4K | 0.12% | 107 |
|
|
2022
Q4 | $546K | Sell |
1,197
-127
| -10% | -$58K | 0.12% | 107 |
|
|
2022
Q3 | $625K | Buy |
+1,324
| New | +$625K | 0.17% | 98 |
|
|
2022
Q2 | – | Sell |
-382
| Closed | -$220K | – | 140 |
|
|
2022
Q1 | $220K | Buy |
+382
| New | +$220K | 0.06% | 133 |
|