Tandem Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Buy |
943
+180
| +24% | +$178K | 0.46% | 23 |
|
|
2025
Q1 | $722K | Sell |
763
-149
| -16% | -$141K | 0.38% | 22 |
|
|
2024
Q4 | $836K | Buy |
912
+28
| +3% | +$25.7K | 0.43% | 23 |
|
|
2024
Q3 | $784K | Buy |
884
+65
| +8% | +$57.6K | 0.4% | 21 |
|
|
2024
Q2 | $696K | Hold |
819
| – | – | 0.37% | 20 |
|
|
2024
Q1 | $600K | Sell |
819
-71
| -8% | -$52K | 0.33% | 20 |
|
|
2023
Q4 | $587K | Sell |
890
-23
| -3% | -$15.2K | 0.34% | 20 |
|
|
2023
Q3 | $516K | Sell |
913
-9
| -1% | -$5.09K | 0.32% | 21 |
|
|
2023
Q2 | $496K | Buy |
922
+48
| +5% | +$25.8K | 0.3% | 21 |
|
|
2023
Q1 | $434K | Hold |
874
| – | – | 0.27% | 22 |
|
|
2022
Q4 | $399K | Buy |
+874
| New | +$399K | 0.25% | 28 |
|