Spartan Planning & Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
868
+485
| +127% | +$480K | 0.74% | 30 |
|
|
2025
Q1 | $362K | Sell |
383
-452
| -54% | -$427K | 0.35% | 49 |
|
|
2024
Q4 | $765K | Buy |
+835
| New | +$765K | 0.7% | 33 |
|
|
2023
Q4 | $388K | Buy |
588
+440
| +297% | +$290K | 0.41% | 32 |
|
|
2023
Q3 | $83.6K | Buy |
+148
| New | +$83.6K | 0.1% | 76 |
|
|
2022
Q4 | – | Sell |
-204
| Closed | -$96K | – | 169 |
|
|
2022
Q3 | $96K | Buy |
+204
| New | +$96K | 0.13% | 38 |
|
|
2022
Q2 | – | Sell |
-129
| Closed | -$74K | – | 105 |
|
|
2022
Q1 | $74K | Buy |
+129
| New | +$74K | 0.09% | 78 |
|