Sweeney & Michel’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Buy |
6,094
+3,251
| +114% | +$3.15M | 2.1% | 13 |
|
|
2025
Q1 | $2.58M | Buy |
+2,843
| New | +$2.58M | 1.13% | 20 |
|
|
2024
Q3 | $2.8M | Buy |
3,152
+329
| +12% | +$293K | 1.11% | 20 |
|
|
2024
Q2 | $2.5M | Sell |
2,823
-19
| -0.7% | -$16.9K | 1.07% | 21 |
|
|
2024
Q1 | $2.21M | Buy |
+2,842
| New | +$2.21M | 0.98% | 22 |
|
|
2023
Q3 | $1.18M | Buy |
2,086
+1
| +0% | +$567 | 0.62% | 29 |
|
|
2023
Q2 | $1.16M | Buy |
2,085
+3
| +0.1% | +$1.67K | 0.6% | 30 |
|
|
2023
Q1 | $1.07M | Buy |
+2,082
| New | +$1.07M | 0.57% | 30 |
|