AFWM
AMJ Financial Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
10,246
-266
| -3% | -$263K | 2.53% | 15 |
|
|
2025
Q1 | $9.94M | Sell |
10,512
-24
| -0.2% | -$22.7K | 2.94% | 11 |
|
|
2024
Q4 | $9.65M | Buy |
10,536
+270
| +3% | +$247K | 2.67% | 16 |
|
|
2024
Q3 | $9.1M | Buy |
10,266
+1,070
| +12% | +$949K | 2.61% | 16 |
|
|
2024
Q2 | $7.82M | Buy |
9,196
+101
| +1% | +$85.8K | 2.42% | 21 |
|
|
2024
Q1 | $6.66M | Buy |
9,095
+795
| +10% | +$582K | 2.22% | 23 |
|
|
2023
Q4 | $5.48M | Buy |
8,300
+189
| +2% | +$125K | 2.31% | 19 |
|
|
2023
Q3 | $4.58M | Buy |
8,111
+5,815
| +253% | +$3.29M | 2.11% | 26 |
|
|
2023
Q2 | $1.24M | Buy |
+2,296
| New | +$1.24M | 0.54% | 41 |
|