Williamson Legacy 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 | $1.27M | Buy |
1,284
+66
| +5% | +$65.3K | 1.07% | 38 |
|
|
2025
Q1 | $1.15M | Buy |
1,218
+6
| +0.5% | +$5.68K | 1.09% | 39 |
|
|
2024
Q4 | $1.11M | Buy |
1,212
+21
| +2% | +$19.2K | 0.74% | 35 |
|
|
2024
Q3 | $1.06M | Buy |
1,191
+76
| +7% | +$67.4K | 0.71% | 29 |
|
|
2024
Q2 | $948K | Sell |
1,115
-5
| -0.4% | -$4.25K | 0.71% | 39 |
|
|
2024
Q1 | $821K | Sell |
1,120
-6
| -0.5% | -$4.4K | 0.64% | 53 |
|
|
2023
Q4 | $743K | Buy |
+1,126
| New | +$743K | 0.69% | 49 |
|