Tempus Wealth Planning’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
1,978
+80
| +4% | +$79.2K | 0.49% | 54 |
|
|
2025
Q1 | $1.8M | Buy |
1,898
+139
| +8% | +$131K | 0.54% | 50 |
|
|
2024
Q4 | $1.61M | Buy |
1,759
+108
| +7% | +$98.9K | 0.49% | 52 |
|
|
2024
Q3 | $1.46M | Buy |
1,651
+181
| +12% | +$161K | 0.54% | 49 |
|
|
2024
Q2 | $1.25M | Buy |
1,470
+92
| +7% | +$78.2K | 0.52% | 51 |
|
|
2024
Q1 | $1.01M | Buy |
1,378
+133
| +11% | +$97.4K | 0.44% | 65 |
|
|
2023
Q4 | $822K | Sell |
1,245
-32
| -3% | -$21.1K | 0.36% | 78 |
|
|
2023
Q3 | $721K | Buy |
1,277
+83
| +7% | +$46.9K | 0.36% | 69 |
|
|
2023
Q2 | $643K | Sell |
1,194
-34
| -3% | -$18.3K | 0.29% | 89 |
|
|
2023
Q1 | $610K | Sell |
1,228
-126
| -9% | -$62.6K | 0.3% | 83 |
|
|
2022
Q4 | $618K | Sell |
1,354
-311
| -19% | -$142K | 0.38% | 83 |
|
|
2022
Q3 | $786K | Buy |
1,665
+868
| +109% | +$410K | 0.52% | 55 |
|
|
2022
Q2 | $382K | Buy |
797
+82
| +11% | +$39.3K | 0.31% | 84 |
|
|
2022
Q1 | $412K | Sell |
715
-1,247
| -64% | -$719K | 0.29% | 87 |
|
|
2021
Q4 | $1.11M | Buy |
1,962
+20
| +1% | +$11.4K | 0.6% | 48 |
|
|
2021
Q3 | $873K | Buy |
1,942
+44
| +2% | +$19.8K | 0.49% | 57 |
|
|
2021
Q2 | $751K | Buy |
+1,898
| New | +$751K | 0.5% | 59 |
|