Williams & Novak’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
519
-196
| -27% | -$194K | 0.44% | 61 |
|
|
2025
Q1 | $682K | Buy |
715
+280
| +64% | +$267K | 0.67% | 40 |
|
|
2024
Q4 | $399K | Sell |
435
-41
| -9% | -$37.6K | 0.38% | 63 |
|
|
2024
Q3 | $422K | Hold |
476
| – | – | 0.39% | 68 |
|
|
2024
Q2 | $405K | Buy |
476
+15
| +3% | +$12.8K | 0.38% | 62 |
|
|
2024
Q1 | $304K | Hold |
461
| – | – | 0.35% | 67 |
|
|
2023
Q4 | $304K | Buy |
+461
| New | +$304K | 0.35% | 67 |
|