AWA
Aaron Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
3,964
+811
| +26% | +$803K | 0.4% | 37 |
|
|
2025
Q1 | $2.98M | Buy |
3,153
+158
| +5% | +$149K | 0.34% | 47 |
|
|
2024
Q4 | $2.74M | Buy |
2,995
+242
| +9% | +$222K | 0.32% | 46 |
|
|
2024
Q3 | $2.44M | Buy |
2,753
+359
| +15% | +$318K | 0.29% | 51 |
|
|
2024
Q2 | $2.03M | Buy |
2,394
+82
| +4% | +$69.7K | 0.28% | 50 |
|
|
2024
Q1 | $1.69M | Buy |
2,312
+547
| +31% | +$401K | 0.24% | 62 |
|
|
2023
Q4 | $1.17M | Buy |
1,765
+152
| +9% | +$100K | 0.19% | 70 |
|
|
2023
Q3 | $911K | Buy |
1,613
+41
| +3% | +$23.2K | 0.12% | 92 |
|
|
2023
Q2 | $846K | Buy |
1,572
+135
| +9% | +$72.7K | 0.11% | 106 |
|
|
2023
Q1 | $714K | Sell |
1,437
-155
| -10% | -$77K | 0.1% | 120 |
|
|
2022
Q4 | $727K | Buy |
1,592
+510
| +47% | +$233K | 0.11% | 112 |
|
|
2022
Q3 | $511K | Sell |
1,082
-190
| -15% | -$89.7K | 0.09% | 110 |
|
|
2022
Q2 | $609K | Sell |
1,272
-390,881
| -100% | -$187M | 0.15% | 86 |
|
|
2022
Q1 | $681K | Buy |
392,153
+391,297
| +45,712% | +$680K | 0.01% | 440 |
|
|
2021
Q4 | $485K | Buy |
+856
| New | +$485K | 0.14% | 100 |
|