Stamos Capital Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-280
| Closed | -$265K | – | 140 |
|
|
2025
Q1 | $265K | Buy |
+280
| New | +$265K | 0.07% | 137 |
|
|
2022
Q4 | – | Sell |
-870
| Closed | -$411K | – | 139 |
|
|
2022
Q3 | $411K | Buy |
870
+350
| +67% | +$165K | 0.1% | 152 |
|
|
2022
Q2 | $249K | Buy |
+520
| New | +$249K | 0.08% | 101 |
|
|
2020
Q2 | – | Sell |
-4,275
| Closed | -$1.22M | – | 68 |
|
|
2020
Q1 | $1.22M | Buy |
+4,275
| New | +$1.22M | 0.64% | 49 |
|