West Wealth 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 | $633K | Sell |
653
-136
| -17% | -$132K | 0.16% | 47 |
|
|
2025
Q1 | $754K | Buy |
789
+107
| +16% | +$102K | 0.22% | 36 |
|
|
2024
Q4 | $625K | Buy |
682
+15
| +2% | +$13.7K | 0.19% | 40 |
|
|
2024
Q3 | $591K | Buy |
667
+51
| +8% | +$45.2K | 0.19% | 40 |
|
|
2024
Q2 | $524K | Buy |
616
+149
| +32% | +$127K | 0.19% | 47 |
|
|
2024
Q1 | $342K | Buy |
467
+12
| +3% | +$8.79K | 0.13% | 58 |
|
|
2023
Q4 | $300K | Buy |
455
+79
| +21% | +$52.1K | 0.12% | 63 |
|
|
2023
Q3 | $212K | Buy |
+376
| New | +$212K | 0.09% | 68 |
|
|
2022
Q2 | – | Sell |
-359
| Closed | -$207K | – | 67 |
|
|
2022
Q1 | $207K | Buy |
+359
| New | +$207K | 0.08% | 62 |
|