WQ
Wealth Quarterback’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
2,075
-130
| -6% | -$129K | 0.97% | 22 |
|
|
2025
Q1 | $2.09M | Buy |
2,205
+18
| +0.8% | +$17K | 1.17% | 18 |
|
|
2024
Q4 | $2M | Buy |
2,187
+198
| +10% | +$181K | 0.94% | 20 |
|
|
2024
Q3 | $1.76M | Buy |
1,989
+6
| +0.3% | +$5.32K | 0.92% | 20 |
|
|
2024
Q2 | $1.69M | Sell |
1,983
-88
| -4% | -$74.8K | 0.96% | 20 |
|
|
2024
Q1 | $1.52M | Sell |
2,071
-64
| -3% | -$46.9K | 0.85% | 22 |
|
|
2023
Q4 | $1.41M | Sell |
2,135
-93
| -4% | -$61.4K | 0.86% | 19 |
|
|
2023
Q3 | $1.26M | Sell |
2,228
-113
| -5% | -$63.8K | 1.09% | 18 |
|
|
2023
Q2 | $1.26M | Buy |
2,341
+284
| +14% | +$153K | 0.87% | 18 |
|
|
2023
Q1 | $1.02M | Sell |
2,057
-3
| -0.1% | -$1.49K | 0.87% | 20 |
|
|
2022
Q4 | $941K | Buy |
2,060
+39
| +2% | +$17.8K | 0.78% | 27 |
|
|
2022
Q3 | $954K | Sell |
2,021
-65
| -3% | -$30.7K | 1.01% | 24 |
|
|
2022
Q2 | $1M | Buy |
+2,086
| New | +$1M | 0.78% | 23 |
|
|
2021
Q3 | $1.08M | Buy |
2,487
+3
| +0.1% | +$1.3K | 0.71% | 28 |
|
|
2021
Q2 | $983K | Buy |
+2,484
| New | +$983K | 0.6% | 34 |
|
|
2020
Q4 | $888K | Sell |
2,356
-149
| -6% | -$56.2K | 0.74% | 37 |
|
|
2020
Q3 | $760K | Hold |
2,505
| – | – | 0.7% | 44 |
|
|
2020
Q2 | $760K | Buy |
2,505
+839
| +50% | +$255K | 0.7% | 44 |
|
|
2020
Q1 | $523K | Buy |
1,666
+678
| +69% | +$213K | 0.48% | 45 |
|
|
2019
Q4 | $291K | Buy |
+988
| New | +$291K | 0.25% | 82 |
|