Strategic Planning Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
15,160
+654
| +5% | +$647K | 2.44% | 14 |
|
|
2025
Q1 | $13.7M | Sell |
14,506
-214
| -1% | -$202K | 2.69% | 12 |
|
|
2024
Q4 | $13.5M | Buy |
14,720
+474
| +3% | +$434K | 2.48% | 14 |
|
|
2024
Q3 | $12.6M | Buy |
14,246
+639
| +5% | +$566K | 2.49% | 13 |
|
|
2024
Q2 | $11.6M | Buy |
13,607
+1,122
| +9% | +$954K | 2.53% | 11 |
|
|
2024
Q1 | $9.15M | Buy |
12,485
+1,183
| +10% | +$867K | 2.29% | 13 |
|
|
2023
Q4 | $7.46M | Buy |
+11,302
| New | +$7.46M | 2.47% | 12 |
|