SPC
Spirepoint Private Client’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.97M | Buy |
9,062
+4,110
| +83% | +$4.07M | 1.01% | 26 |
|
|
2025
Q1 | $4.68M | Sell |
4,952
-7,341
| -60% | -$6.94M | 0.61% | 49 |
|
|
2024
Q4 | $11.3M | Buy |
12,293
+177
| +1% | +$162K | 1.41% | 18 |
|
|
2024
Q3 | $10.7M | Buy |
12,116
+729
| +6% | +$646K | 1.42% | 15 |
|
|
2024
Q2 | $9.68M | Buy |
11,387
+357
| +3% | +$303K | 1.37% | 15 |
|
|
2024
Q1 | $8.08M | Buy |
+11,030
| New | +$8.08M | 1.23% | 18 |
|