Wealth Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
2,176
-560
| -20% | -$555K | 2.14% | 14 |
|
|
2025
Q1 | $2.59M | Buy |
2,736
+282
| +11% | +$267K | 1.68% | 15 |
|
|
2024
Q4 | $2.25M | Sell |
2,454
-6
| -0.2% | -$5.5K | 1.45% | 14 |
|
|
2024
Q3 | $2.18M | Buy |
2,460
+97
| +4% | +$86K | 1.46% | 16 |
|
|
2024
Q2 | $2.01M | Sell |
2,363
-60
| -2% | -$51K | 1.44% | 15 |
|
|
2024
Q1 | $1.78M | Buy |
+2,423
| New | +$1.78M | 1.34% | 17 |
|