WestHill Financial 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 | $1.33M | Sell |
1,342
-1
| -0.1% | -$990 | 0.28% | 25 |
|
|
2025
Q1 | $1.27M | Sell |
1,343
-90
| -6% | -$85.1K | 0.29% | 24 |
|
|
2024
Q4 | $1.31M | Sell |
1,433
-2
| -0.1% | -$1.83K | 0.29% | 25 |
|
|
2024
Q3 | $1.27M | Buy |
1,435
+1,100
| +328% | +$975K | 0.29% | 26 |
|
|
2024
Q2 | $285K | Hold |
335
| – | – | 0.07% | 58 |
|
|
2024
Q1 | $246K | Buy |
+335
| New | +$246K | 0.06% | 65 |
|