WealthSpring Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $2.41M | Sell |
4,262
-8
| -0.2% | -$4.52K | 1.8% | 13 |
|
2023
Q2 | $2.3M | Buy |
4,270
+1,358
| +47% | +$731K | 1.66% | 12 |
|
2023
Q1 | $1.45M | Sell |
2,912
-2,000
| -41% | -$994K | 1.12% | 17 |
|
2022
Q4 | $2.24M | Sell |
4,912
-58
| -1% | -$26.5K | 1.75% | 15 |
|
2022
Q3 | $2.35M | Buy |
+4,970
| New | +$2.35M | 2.07% | 12 |
|