VERITY 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 | $495K | Hold |
500
| – | – | 0.33% | 55 |
|
|
2025
Q1 | $473K | Hold |
500
| – | – | 0.35% | 52 |
|
|
2024
Q4 | $458K | Hold |
500
| – | – | 0.33% | 55 |
|
|
2024
Q3 | $443K | Hold |
500
| – | – | 0.31% | 57 |
|
|
2024
Q2 | $425K | Hold |
500
| – | – | 0.32% | 56 |
|
|
2024
Q1 | $366K | Hold |
500
| – | – | 0.28% | 61 |
|
|
2023
Q4 | $330K | Hold |
500
| – | – | 0.28% | 57 |
|
|
2023
Q3 | $282K | Hold |
500
| – | – | 0.27% | 60 |
|
|
2023
Q2 | $269K | Hold |
500
| – | – | 0.24% | 61 |
|
|
2023
Q1 | $248K | Hold |
500
| – | – | 0.23% | 64 |
|
|
2022
Q4 | $228K | Hold |
500
| – | – | 0.22% | 65 |
|
|
2022
Q3 | $236K | Hold |
500
| – | – | 0.24% | 59 |
|
|
2022
Q2 | $240K | Hold |
500
| – | – | 0.23% | 60 |
|
|
2022
Q1 | $288K | Hold |
500
| – | – | 0.25% | 53 |
|
|
2021
Q4 | $284K | Hold |
500
| – | – | 0.24% | 54 |
|
|
2021
Q3 | $225K | Buy |
+500
| New | +$225K | 0.2% | 60 |
|