SWP Financial’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
309
| – | – | 0.17% | 57 |
|
|
2025
Q1 | $292K | Hold |
309
| – | – | 0.18% | 51 |
|
|
2024
Q4 | $283K | Sell |
309
-67
| -18% | -$61.4K | 0.17% | 56 |
|
|
2024
Q3 | $333K | Buy |
376
+35
| +10% | +$31K | 0.2% | 39 |
|
|
2024
Q2 | $290K | Sell |
341
-2
| -0.6% | -$1.7K | 0.19% | 40 |
|
|
2024
Q1 | $251K | Buy |
343
+8
| +2% | +$5.85K | 0.18% | 41 |
|
|
2023
Q4 | $221K | Buy |
+335
| New | +$221K | 0.17% | 42 |
|