True Wealth Design’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
164
+13
| +9% | +$12.9K | 0.06% | 67 |
|
|
2025
Q1 | $143K | Buy |
151
+26
| +21% | +$24.6K | 0.05% | 54 |
|
|
2024
Q4 | $114K | Sell |
125
-5
| -4% | -$4.57K | 0.04% | 61 |
|
|
2024
Q3 | $115K | Buy |
130
+83
| +177% | +$73.6K | 0.05% | 51 |
|
|
2024
Q2 | $40K | Sell |
47
-13
| -22% | -$11.1K | 0.01% | 175 |
|
|
2024
Q1 | $44K | Buy |
60
+4
| +7% | +$2.93K | 0.01% | 168 |
|
|
2023
Q4 | $37K | Hold |
56
| – | – | 0.01% | 172 |
|
|
2023
Q3 | $31.6K | Hold |
56
| – | – | 0.01% | 165 |
|
|
2023
Q2 | $30.2K | Hold |
56
| – | – | 0.01% | 175 |
|
|
2023
Q1 | $27.8K | Buy |
56
+10
| +22% | +$4.97K | 0.01% | 189 |
|
|
2022
Q4 | $21K | Buy |
+46
| New | +$21K | 0.01% | 184 |
|