AWM
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Ariadne Wealth Management’s Costco COST Stock Holding History

Ariadne 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 		$418K Sell
427
-29
-6% -$28.4K 0.2% 107
2025
Q1 		$460K Buy
456
+27
+6% +$27.2K 0.24% 92
2024
Q4 		$456K Buy
429
+5
+1% +$5.31K 0.21% 94
2024
Q3 		$388K Buy
+424
New +$388K 0.21% 97