Stapp 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 | $251K | Hold |
254
| – | – | 0.36% | 26 |
|
|
2025
Q1 | $240K | Hold |
254
| – | – | 0.37% | 22 |
|
|
2024
Q4 | $233K | Sell |
254
-5
| -2% | -$4.58K | 0.36% | 22 |
|
|
2024
Q3 | $230K | Buy |
259
+5
| +2% | +$4.43K | 0.37% | 20 |
|
|
2024
Q2 | $216K | Buy |
+254
| New | +$216K | 0.37% | 20 |
|
|
2022
Q4 | – | Sell |
-254
| Closed | -$120K | – | 36 |
|
|
2022
Q3 | $120K | Buy |
+254
| New | +$120K | 0.35% | 20 |
|