Spectrum Wealth Counsel’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $51.1K | Sell |
54
-32
| -37% | -$30.3K | 0.01% | 166 |
|
2024
Q4 | $78.8K | Sell |
86
-2
| -2% | -$1.83K | 0.01% | 155 |
|
2024
Q3 | $78K | Sell |
88
-478
| -84% | -$424K | 0.01% | 156 |
|
2024
Q2 | $481K | Sell |
566
-21
| -4% | -$17.9K | 0.06% | 90 |
|
2024
Q1 | $430K | Buy |
587
+54
| +10% | +$39.6K | 0.05% | 108 |
|
2023
Q4 | $352K | Buy |
+533
| New | +$352K | 0.05% | 110 |
|