WJ Wealth 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 | $1.8M | Buy |
1,822
+300
| +20% | +$297K | 0.57% | 34 |
|
|
2025
Q1 | $1.44M | Hold |
1,522
| – | – | 0.51% | 33 |
|
|
2024
Q4 | $1.39M | Hold |
1,522
| – | – | 0.48% | 32 |
|
|
2024
Q3 | $1.35M | Hold |
1,522
| – | – | 0.48% | 30 |
|
|
2024
Q2 | $1.29M | Buy |
1,522
+900
| +145% | +$765K | 0.47% | 38 |
|
|
2024
Q1 | $456K | Hold |
622
| – | – | 0.18% | 60 |
|
|
2023
Q4 | $411K | Hold |
622
| – | – | 0.18% | 58 |
|
|
2023
Q3 | $351K | Hold |
622
| – | – | 0.17% | 51 |
|
|
2023
Q2 | $335K | Buy |
+622
| New | +$335K | 0.16% | 50 |
|
|
2023
Q1 | – | Sell |
-616
| Closed | -$281K | – | 51 |
|
|
2022
Q4 | $281K | Hold |
616
| – | – | 0.16% | 45 |
|
|
2022
Q3 | $291K | Buy |
616
+6
| +1% | +$2.83K | 0.18% | 47 |
|
|
2022
Q2 | $293K | Buy |
+610
| New | +$293K | 0.21% | 41 |
|