Syverson Strege & Co’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
1,162
+824
| +244% | +$816K | 0.27% | 42 |
|
|
2025
Q1 | $320K | Buy |
338
+14
| +4% | +$13.2K | 0.1% | 58 |
|
|
2024
Q4 | $297K | Buy |
324
+41
| +14% | +$37.6K | 0.1% | 59 |
|
|
2024
Q3 | $251K | Sell |
283
-207
| -42% | -$183K | 0.08% | 57 |
|
|
2024
Q2 | $416K | Buy |
490
+187
| +62% | +$159K | 0.14% | 48 |
|
|
2024
Q1 | $222K | Buy |
+303
| New | +$222K | 0.08% | 68 |
|
|
2023
Q2 | – | Sell |
-152
| Closed | -$75.5K | – | 183 |
|
|
2023
Q1 | $75.5K | Hold |
152
| – | – | 0.03% | 102 |
|
|
2022
Q4 | $69.4K | Hold |
152
| – | – | 0.03% | 111 |
|
|
2022
Q3 | $72K | Hold |
152
| – | – | 0.04% | 105 |
|
|
2022
Q2 | $73K | Hold |
152
| – | – | 0.03% | 109 |
|
|
2022
Q1 | $88K | Hold |
152
| – | – | 0.1% | 97 |
|
|
2021
Q4 | $86K | Hold |
152
| – | – | 0.06% | 101 |
|
|
2021
Q3 | $68K | Hold |
152
| – | – | 0.05% | 115 |
|
|
2021
Q2 | $60K | Hold |
152
| – | – | 0.05% | 119 |
|
|
2021
Q1 | $54K | Hold |
152
| – | – | 0.06% | 113 |
|
|
2020
Q4 | $57K | Buy |
+152
| New | +$57K | 0.05% | 105 |
|