VFP
Verus Financial Partners’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
316
+13
| +4% | +$12.8K | 0.03% | 88 |
|
|
2025
Q1 | $296K | Sell |
303
-35
| -10% | -$34.2K | 0.03% | 79 |
|
|
2024
Q4 | $317K | Sell |
338
-8
| -2% | -$7.5K | 0.04% | 76 |
|
|
2024
Q3 | $304K | Buy |
346
+5
| +1% | +$4.39K | 0.03% | 81 |
|
|
2024
Q2 | $290K | Buy |
+341
| New | +$290K | 0.03% | 77 |
|
|
2023
Q4 | – | Sell |
-429
| Closed | -$243K | – | 101 |
|
|
2023
Q3 | $243K | Hold |
429
| – | – | 0.03% | 92 |
|
|
2023
Q2 | $242K | Sell |
429
-12
| -3% | -$6.78K | 0.03% | 91 |
|
|
2023
Q1 | $216K | Hold |
441
| – | – | 0.03% | 94 |
|
|
2022
Q4 | $225K | Sell |
441
-66
| -13% | -$33.7K | 0.03% | 91 |
|
|
2022
Q3 | $240K | Buy |
507
+17
| +3% | +$8.05K | 0.04% | 88 |
|
|
2022
Q2 | $259K | Hold |
490
| – | – | 0.04% | 78 |
|
|
2022
Q1 | $285K | Sell |
490
-147
| -23% | -$85.5K | 0.04% | 75 |
|
|
2021
Q4 | $362K | Hold |
637
| – | – | 0.05% | 64 |
|
|
2021
Q3 | $294K | Hold |
637
| – | – | 0.04% | 76 |
|
|
2021
Q2 | $265K | Hold |
637
| – | – | 0.04% | 78 |
|
|
2021
Q1 | $229K | Hold |
637
| – | – | 0.04% | 79 |
|
|
2020
Q4 | $240K | Sell |
637
-2,181
| -77% | -$822K | 0.04% | 73 |
|
|
2020
Q3 | $1M | Buy |
2,818
+1,961
| +229% | +$696K | 0.36% | 56 |
|
|
2020
Q2 | $260K | Hold |
857
| – | – | 0.06% | 59 |
|
|
2020
Q1 | $244K | Hold |
857
| – | – | 0.07% | 60 |
|
|
2019
Q4 | $252K | Hold |
857
| – | – | 0.08% | 62 |
|
|
2019
Q3 | $247K | Buy |
+857
| New | +$247K | 0.08% | 57 |
|
|
2017
Q2 | – | Sell |
-1,285
| Closed | -$215K | – | 48 |
|
|
2017
Q1 | $215K | Buy |
+1,285
| New | +$215K | 0.09% | 50 |
|