Wells Trecaso Financial 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 | $344K | Hold |
348
| – | – | 0.11% | 73 |
|
|
2025
Q1 | $329K | Sell |
348
-21
| -6% | -$19.9K | 0.11% | 74 |
|
|
2024
Q4 | $338K | Hold |
369
| – | – | 0.11% | 72 |
|
|
2024
Q3 | $327K | Buy |
369
+21
| +6% | +$18.6K | 0.11% | 76 |
|
|
2024
Q2 | $296K | Sell |
348
-18
| -5% | -$15.3K | 0.1% | 76 |
|
|
2024
Q1 | $268K | Buy |
366
+8
| +2% | +$5.86K | 0.09% | 82 |
|
|
2023
Q4 | $236K | Hold |
358
| – | – | 0.1% | 83 |
|
|
2023
Q3 | $202K | Sell |
358
-29
| -7% | -$16.4K | 0.09% | 85 |
|
|
2023
Q2 | $208K | Buy |
+387
| New | +$208K | 0.09% | 84 |
|