Wescott Financial Advisory 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 | $1.19M | Sell |
1,207
-17
| -1% | -$16.8K | 0.11% | 79 |
|
|
2025
Q1 | $1.16M | Sell |
1,224
-5
| -0.4% | -$4.73K | 0.12% | 77 |
|
|
2024
Q4 | $1.13M | Buy |
1,229
+65
| +6% | +$59.6K | 0.12% | 79 |
|
|
2024
Q3 | $1.03M | Sell |
1,164
-32
| -3% | -$28.4K | 0.11% | 82 |
|
|
2024
Q2 | $1.02M | Buy |
+1,196
| New | +$1.02M | 0.12% | 80 |
|
|
2024
Q1 | – | Sell |
-317
| Closed | -$209K | – | 163 |
|
|
2023
Q4 | $209K | Buy |
+317
| New | +$209K | 0.03% | 157 |
|
|
2022
Q2 | – | Sell |
-428
| Closed | -$246K | – | 132 |
|
|
2022
Q1 | $246K | Buy |
428
+10
| +2% | +$5.75K | 0.06% | 113 |
|
|
2021
Q4 | $237K | Buy |
+418
| New | +$237K | 0.12% | 64 |
|