Y.D. More Investments’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.3M | Buy |
1,371
+535
| +64% | +$508K | 0.09% | 108 |
|
2025
Q1 | $629K | Buy |
836
+91
| +12% | +$68.5K | 0.06% | 137 |
|
2024
Q4 | $610K | Sell |
745
-46
| -6% | -$37.6K | 0.05% | 133 |
|
2024
Q3 | $590K | Sell |
791
-235
| -23% | -$175K | 0.06% | 134 |
|
2024
Q2 | $775K | Buy |
1,026
+115
| +13% | +$86.8K | 0.08% | 114 |
|
2024
Q1 | $667K | Hold |
911
| – | – | 0.12% | 101 |
|
2023
Q4 | $601K | Buy |
911
+11
| +1% | +$7.26K | 0.12% | 101 |
|
2023
Q3 | $508K | Hold |
900
| – | – | 0.1% | 106 |
|
2023
Q2 | $485K | Hold |
900
| – | – | 0.11% | 90 |
|
2023
Q1 | $447K | Hold |
900
| – | – | 0.1% | 90 |
|
2022
Q4 | $411K | Buy |
+900
| New | +$411K | 0.1% | 117 |
|