WP
Westmount Partners’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
3,471
+17
| +0.5% | +$16.8K | 0.94% | 23 |
|
|
2025
Q1 | $3.27M | Sell |
3,454
-427
| -11% | -$404K | 1% | 19 |
|
|
2024
Q4 | $3.56M | Buy |
3,881
+224
| +6% | +$205K | 1.08% | 18 |
|
|
2024
Q3 | $3.24M | Sell |
3,657
-341
| -9% | -$302K | 0.97% | 23 |
|
|
2024
Q2 | $3.38M | Buy |
3,998
+998
| +33% | +$844K | 1.12% | 18 |
|
|
2024
Q1 | $2.2M | Buy |
3,000
+3
| +0.1% | +$2.2K | 0.79% | 28 |
|
|
2023
Q4 | $1.98M | Sell |
2,997
-123
| -4% | -$81.2K | 0.81% | 27 |
|
|
2023
Q3 | $1.76M | Buy |
3,120
+3
| +0.1% | +$1.7K | 0.78% | 28 |
|
|
2023
Q2 | $1.68M | Buy |
3,117
+95
| +3% | +$51.1K | 0.73% | 28 |
|
|
2023
Q1 | $1.5M | Buy |
3,022
+359
| +13% | +$178K | 0.69% | 30 |
|
|
2022
Q4 | $1.22M | Buy |
+2,663
| New | +$1.22M | 0.63% | 32 |
|