Warren Street Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
673
+70
| +12% | +$69.3K | 0.22% | 49 |
|
|
2025
Q1 | $570K | Buy |
603
+59
| +11% | +$55.8K | 0.22% | 52 |
|
|
2024
Q4 | $498K | Buy |
544
+60
| +12% | +$55K | 0.2% | 56 |
|
|
2024
Q3 | $429K | Buy |
484
+12
| +3% | +$10.6K | 0.18% | 60 |
|
|
2024
Q2 | $401K | Buy |
472
+34
| +8% | +$28.9K | 0.2% | 60 |
|
|
2024
Q1 | $321K | Buy |
438
+11
| +3% | +$8.06K | 0.16% | 71 |
|
|
2023
Q4 | $282K | Buy |
427
+23
| +6% | +$15.2K | 0.16% | 73 |
|
|
2023
Q3 | $228K | Buy |
+404
| New | +$228K | 0.15% | 74 |
|