Vista Investment Partners’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$910K Sell
919
-133
-13% -$132K 0.26% 84
2025
Q1
$995K Buy
1,052
+264
+34% +$250K 0.3% 80
2024
Q4
$722K Hold
788
0.23% 91
2024
Q3
$699K Buy
788
+5
+0.6% +$4.43K 0.22% 89
2024
Q2
$666K Buy
783
+15
+2% +$12.8K 0.22% 93
2024
Q1
$563K Sell
768
-4
-0.5% -$2.93K 0.19% 94
2023
Q4
$510K Buy
+772
New +$510K 0.19% 95