SFA
Source Financial Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $327K | Sell |
369
-1
| -0.3% | -$887 | 0.1% | 92 |
|
|
2024
Q2 | $314K | Buy |
370
+4
| +1% | +$3.4K | 0.1% | 91 |
|
|
2024
Q1 | $268K | Buy |
366
+6
| +2% | +$4.4K | 0.08% | 100 |
|
|
2023
Q4 | $238K | Sell |
360
-5
| -1% | -$3.3K | 0.07% | 113 |
|
|
2023
Q3 | $206K | Buy |
+365
| New | +$206K | 0.07% | 118 |
|