Trueblood Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
1,662
+65
| +4% | +$64.4K | 0.69% | 36 |
|
|
2025
Q1 | $1.51M | Buy |
1,597
+212
| +15% | +$201K | 0.7% | 35 |
|
|
2024
Q4 | $1.27M | Buy |
1,385
+61
| +5% | +$55.9K | 0.63% | 45 |
|
|
2024
Q3 | $1.17M | Sell |
1,324
-109
| -8% | -$96.6K | 0.59% | 48 |
|
|
2024
Q2 | $1.22M | Buy |
1,433
+24
| +2% | +$20.4K | 0.69% | 36 |
|
|
2024
Q1 | $1.03M | Buy |
1,409
+323
| +30% | +$237K | 0.59% | 51 |
|
|
2023
Q4 | $717K | Buy |
+1,086
| New | +$717K | 0.45% | 71 |
|