Tyler-Stone 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 | $1.24M | Buy |
1,249
+34
| +3% | +$33.7K | 0.2% | 99 |
|
|
2025
Q1 | $1.15M | Sell |
1,215
-43
| -3% | -$40.7K | 0.21% | 95 |
|
|
2024
Q4 | $1.15M | Buy |
1,258
+59
| +5% | +$54K | 0.2% | 87 |
|
|
2024
Q3 | $1.06M | Buy |
1,199
+538
| +81% | +$477K | 0.2% | 97 |
|
|
2024
Q2 | $561K | Sell |
661
-11
| -2% | -$9.34K | 0.23% | 83 |
|
|
2024
Q1 | $493K | Sell |
672
-31
| -4% | -$22.7K | 0.22% | 94 |
|
|
2023
Q4 | $464K | Buy |
703
+12
| +2% | +$7.92K | 0.23% | 87 |
|
|
2023
Q3 | $390K | Hold |
691
| – | – | 0.22% | 89 |
|
|
2023
Q2 | $372K | Buy |
+691
| New | +$372K | 0.21% | 96 |
|
|
2022
Q4 | $315K | Hold |
690
| – | – | 0.21% | 104 |
|
|
2022
Q3 | $326K | Hold |
690
| – | – | 0.25% | 87 |
|
|
2022
Q2 | $331K | Buy |
690
+28
| +4% | +$13.4K | 0.22% | 99 |
|
|
2022
Q1 | $381K | Buy |
662
+190
| +40% | +$109K | 0.21% | 101 |
|
|
2021
Q4 | $268K | Buy |
+472
| New | +$268K | 0.14% | 147 |
|