Tobias Financial 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 | $1.13M | Buy |
1,143
+736
| +181% | +$729K | 0.19% | 63 |
|
|
2025
Q1 | $384K | Buy |
407
+20
| +5% | +$18.9K | 0.07% | 80 |
|
|
2024
Q4 | $355K | Buy |
387
+28
| +8% | +$25.7K | 0.07% | 79 |
|
|
2024
Q3 | $319K | Buy |
359
+12
| +3% | +$10.7K | 0.06% | 84 |
|
|
2024
Q2 | $295K | Buy |
347
+48
| +16% | +$40.8K | 0.06% | 83 |
|
|
2024
Q1 | $219K | Buy |
+299
| New | +$219K | 0.05% | 93 |
|
|
2020
Q1 | – | Sell |
-101
| Closed | -$29K | – | 96 |
|
|
2019
Q4 | $29K | Buy |
+101
| New | +$29K | 0.02% | 117 |
|