Vickerman & Driscoll Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $628K | Buy |
2,203
+28
| +1% | +$7.98K | 0.39% | 47 |
|
|
2019
Q4 | $639K | Sell |
2,175
-15
| -0.7% | -$4.41K | 0.32% | 50 |
|
|
2019
Q3 | $631K | Sell |
2,190
-24
| -1% | -$6.92K | 0.35% | 52 |
|
|
2019
Q2 | $585K | Hold |
2,214
| – | – | 0.32% | 54 |
|
|
2019
Q1 | $536K | Buy |
2,214
+39
| +2% | +$9.44K | 0.3% | 61 |
|
|
2018
Q4 | $443K | Sell |
2,175
-122
| -5% | -$24.8K | 0.34% | 59 |
|
|
2018
Q3 | $540K | Buy |
2,297
+37
| +2% | +$8.7K | 0.38% | 58 |
|
|
2018
Q2 | $472K | Sell |
2,260
-1,473
| -39% | -$308K | 0.34% | 58 |
|
|
2018
Q1 | $703K | Sell |
3,733
-105
| -3% | -$19.8K | 0.52% | 58 |
|
|
2017
Q4 | $714K | Buy |
+3,838
| New | +$714K | 0.56% | 61 |
|