TPG 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 | $271K | Sell |
274
-10
| -4% | -$9.91K | 0.11% | 56 |
|
|
2025
Q1 | $269K | Sell |
284
-151
| -35% | -$143K | 0.12% | 56 |
|
|
2024
Q4 | $399K | Buy |
435
+137
| +46% | +$126K | 0.17% | 49 |
|
|
2024
Q3 | $264K | Sell |
298
-22
| -7% | -$19.5K | 0.12% | 55 |
|
|
2024
Q2 | $272K | Buy |
+320
| New | +$272K | 0.13% | 56 |
|