Twin Peaks Wealth 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 | $447K | Sell |
451
-15
| -3% | -$14.9K | 0.14% | 102 |
|
|
2025
Q1 | $455K | Buy |
466
+4
| +0.9% | +$3.91K | 0.21% | 89 |
|
|
2024
Q4 | $423K | Buy |
462
+22
| +5% | +$20.2K | 0.18% | 88 |
|
|
2024
Q3 | $390K | Sell |
440
-3
| -0.7% | -$2.66K | 0.18% | 86 |
|
|
2024
Q2 | $377K | Buy |
443
+42
| +10% | +$35.7K | 0.19% | 88 |
|
|
2024
Q1 | $294K | Buy |
401
+11
| +3% | +$8.06K | 0.16% | 105 |
|
|
2023
Q4 | $257K | Buy |
+390
| New | +$257K | 0.16% | 105 |
|