Wealthspan Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
342
+42
| +14% | +$41.6K | 0.14% | 89 |
|
|
2025
Q1 | $284K | Buy |
300
+14
| +5% | +$13.2K | 0.13% | 94 |
|
|
2024
Q4 | $262K | Buy |
286
+7
| +3% | +$6.41K | 0.13% | 95 |
|
|
2024
Q3 | $247K | Buy |
279
+12
| +4% | +$10.6K | 0.12% | 96 |
|
|
2024
Q2 | $227K | Buy |
+267
| New | +$227K | 0.13% | 93 |
|