Triad Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
1,089
+307
| +39% | +$304K | 0.22% | 80 |
|
|
2025
Q1 | $739K | Buy |
782
+63
| +9% | +$59.5K | 0.23% | 75 |
|
|
2024
Q4 | $659K | Buy |
+719
| New | +$659K | 0.24% | 72 |
|
|
2024
Q3 | – | Sell |
-426
| Closed | -$362K | – | 225 |
|
|
2024
Q2 | $362K | Buy |
+426
| New | +$362K | 0.19% | 53 |
|