Vantage Financial Partners (Wisconsin)’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
342
+13
| +4% | +$12.9K | 0.08% | 138 |
|
|
2025
Q1 | $311K | Buy |
329
+1
| +0.3% | +$945 | 0.08% | 138 |
|
|
2024
Q4 | $301K | Sell |
328
-4
| -1% | -$3.67K | 0.08% | 135 |
|
|
2024
Q3 | $294K | Sell |
332
-122
| -27% | -$108K | 0.07% | 142 |
|
|
2024
Q2 | $386K | Sell |
454
-57
| -11% | -$48.4K | 0.1% | 98 |
|
|
2024
Q1 | $375K | Buy |
511
+15
| +3% | +$11K | 0.1% | 99 |
|
|
2023
Q4 | $328K | Buy |
+496
| New | +$328K | 0.1% | 96 |
|