Strategic Family Wealth Counselors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Buy |
841
+133
| +19% | +$132K | 0.24% | 69 |
|
|
2025
Q1 | $670K | Buy |
708
+1
| +0.1% | +$946 | 0.22% | 74 |
|
|
2024
Q4 | $648K | Buy |
707
+129
| +22% | +$118K | 0.21% | 72 |
|
|
2024
Q3 | $512K | Buy |
578
+17
| +3% | +$15.1K | 0.18% | 76 |
|
|
2024
Q2 | $477K | Sell |
561
-1
| -0.2% | -$850 | 0.18% | 72 |
|
|
2024
Q1 | $412K | Sell |
562
-2
| -0.4% | -$1.47K | 0.16% | 72 |
|
|
2023
Q4 | $372K | Hold |
564
| – | – | 0.16% | 73 |
|
|
2023
Q3 | $319K | Hold |
564
| – | – | 0.15% | 75 |
|
|
2023
Q2 | $304K | Hold |
564
| – | – | 0.14% | 78 |
|
|
2023
Q1 | $280K | Buy |
+564
| New | +$280K | 0.13% | 80 |
|