Wealthstar 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 | $429K | Buy |
434
+52
| +14% | +$51.5K | 0.16% | 106 |
|
|
2025
Q1 | $361K | Buy |
382
+3
| +0.8% | +$2.83K | 0.17% | 109 |
|
|
2024
Q4 | $348K | Buy |
+379
| New | +$348K | 0.15% | 108 |
|
|
2024
Q2 | – | Sell |
-309
| Closed | -$226K | – | 50 |
|
|
2024
Q1 | $226K | Sell |
309
-15
| -5% | -$11K | 0.08% | 118 |
|
|
2023
Q4 | $214K | Buy |
+324
| New | +$214K | 0.03% | 117 |
|
|
2021
Q3 | – | Sell |
-749
| Closed | -$297K | – | 98 |
|
|
2021
Q2 | $297K | Buy |
+749
| New | +$297K | 0.09% | 75 |
|