AWM
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Altus Wealth Management’s Costco COST Stock Holding History

Altus 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 		$240K Sell
242
-84
-26% -$83.2K 0.11% 29
2025
Q1 		$308K Buy
326
+100
+44% +$94.6K 0.14% 34
2024
Q4 		$207K Hold
226
– – 0.09% 40
2024
Q3 		$200K Buy
+226
New +$200K 0.09% 40