United Advisor Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
2,139
+579
| +37% | +$573K | 0.37% | 71 |
|
|
2025
Q1 | $1.48M | Sell |
1,560
-727
| -32% | -$688K | 0.3% | 86 |
|
|
2024
Q4 | $2.1M | Buy |
2,287
+165
| +8% | +$151K | 0.41% | 62 |
|
|
2024
Q3 | $1.88M | Buy |
2,122
+630
| +42% | +$559K | 0.43% | 61 |
|
|
2024
Q2 | $1.27M | Buy |
1,492
+28
| +2% | +$23.8K | 0.39% | 65 |
|
|
2024
Q1 | $1.07M | Buy |
+1,464
| New | +$1.07M | 0.4% | 70 |
|