Taylor Financial 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 | $642K | Buy |
649
+8
| +1% | +$7.92K | 0.4% | 51 |
|
|
2025
Q1 | $606K | Sell |
641
-4
| -0.6% | -$3.78K | 0.42% | 48 |
|
|
2024
Q4 | $591K | Hold |
645
| – | – | 0.41% | 52 |
|
|
2024
Q3 | $572K | Hold |
645
| – | – | 0.4% | 53 |
|
|
2024
Q2 | $548K | Hold |
645
| – | – | 0.42% | 50 |
|
|
2024
Q1 | $473K | Sell |
645
-55
| -8% | -$40.3K | 0.36% | 57 |
|
|
2023
Q4 | $462K | Buy |
+700
| New | +$462K | 0.38% | 55 |
|