Stone House Investment 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 | $208K | Sell |
210
-54
| -20% | -$53.5K | 0.04% | 66 |
|
|
2025
Q1 | $250K | Buy |
+264
| New | +$250K | 0.05% | 52 |
|
|
2024
Q4 | – | Sell |
-234
| Closed | -$208K | – | 115 |
|
|
2024
Q3 | $208K | Hold |
234
| – | – | 0.04% | 50 |
|
|
2024
Q2 | $199K | Hold |
234
| – | – | 0.05% | 51 |
|
|
2024
Q1 | $172K | Buy |
+234
| New | +$172K | 0.04% | 59 |
|