Valued 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 | $178K | Sell |
180
-5
| -3% | -$4.95K | 0.09% | 42 |
|
|
2025
Q1 | $175K | Sell |
185
-13
| -7% | -$12.3K | 0.1% | 39 |
|
|
2024
Q4 | $181K | Sell |
198
-1
| -0.5% | -$914 | 0.11% | 39 |
|
|
2024
Q3 | $176K | Sell |
199
-2
| -1% | -$1.77K | 0.11% | 38 |
|
|
2024
Q2 | $171K | Buy |
201
+35
| +21% | +$29.8K | 0.12% | 37 |
|
|
2024
Q1 | $122K | Buy |
166
+92
| +124% | +$67.6K | 0.09% | 38 |
|
|
2023
Q4 | $42K | Buy |
+74
| New | +$42K | 0.04% | 57 |
|