Westend Capital Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $331K | Buy |
334
+9
| +3% | +$8.91K | 0.1% | 34 |
|
2025
Q1 | $307K | Hold |
325
| – | – | 0.12% | 34 |
|
2024
Q4 | $298K | Hold |
325
| – | – | 0.09% | 39 |
|
2024
Q3 | $288K | Hold |
325
| – | – | 0.1% | 41 |
|
2024
Q2 | $275K | Sell |
325
-7
| -2% | -$5.92K | 0.1% | 34 |
|
2024
Q1 | $243K | Buy |
+332
| New | +$243K | 0.09% | 36 |
|