Team 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
$485K Buy
490
+11
+2% +$10.9K 0.24% 27
2025
Q1
$453K Buy
479
+132
+38% +$125K 0.26% 27
2024
Q4
$318K Hold
347
0.18% 29
2024
Q3
$308K Buy
347
+3
+0.9% +$2.66K 0.18% 29
2024
Q2
$293K Buy
344
+2
+0.6% +$1.7K 0.19% 26
2024
Q1
$251K Buy
342
+1
+0.3% +$733 0.17% 31
2023
Q4
$225K Buy
341
+43
+14% +$28.4K 0.16% 28
2023
Q3
$168K Buy
+298
New +$168K 0.14% 34