Vivid Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
2,427
-272
| -10% | -$269K | 1.06% | 49 |
|
|
2025
Q1 | $2.55M | Buy |
2,699
+68
| +3% | +$64.3K | 1.28% | 25 |
|
|
2024
Q4 | $2.41M | Buy |
2,631
+31
| +1% | +$28.4K | 1.22% | 28 |
|
|
2024
Q3 | $2.31M | Buy |
2,600
+185
| +8% | +$164K | 1.2% | 33 |
|
|
2024
Q2 | $2.05M | Buy |
+2,415
| New | +$2.05M | 1.15% | 31 |
|