StoneCrest 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 | $547K | Buy |
553
+3
| +0.5% | +$2.97K | 0.26% | 56 |
|
|
2025
Q1 | $520K | Sell |
550
-46
| -8% | -$43.5K | 0.33% | 51 |
|
|
2024
Q4 | $546K | Buy |
596
+46
| +8% | +$42.1K | 0.36% | 42 |
|
|
2024
Q3 | $488K | Hold |
550
| – | – | 0.35% | 46 |
|
|
2024
Q2 | $467K | Hold |
550
| – | – | 0.36% | 42 |
|
|
2024
Q1 | $403K | Hold |
550
| – | – | 0.35% | 44 |
|
|
2023
Q4 | $363K | Buy |
+550
| New | +$363K | 0.35% | 45 |
|