AWM
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Accredited Wealth Management’s Costco COST Stock Holding History

Accredited Wealth Management’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$311K Hold
314
– – 0.25% 54
2025
Q1 		$297K Sell
314
-17
-5% -$16.1K 0.25% 47
2024
Q4 		$303K Buy
+331
New +$303K 0.27% 54