Wallace Hart’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $615K | Sell |
621
-1,788
| -74% | -$1.77M | 0.49% | 26 |
|
2025
Q1 | $2.28M | Buy |
2,409
+1,372
| +132% | +$1.3M | 5.73% | 2 |
|
2024
Q4 | $950K | Sell |
1,037
-466
| -31% | -$427K | 0.76% | 6 |
|
2024
Q3 | $1.33M | Sell |
1,503
-140
| -9% | -$124K | 1% | 5 |
|
2024
Q2 | $1.4M | Buy |
1,643
+402
| +32% | +$342K | 1.09% | 5 |
|
2024
Q1 | $909K | Buy |
+1,241
| New | +$909K | 0.76% | 6 |
|