AWM
Arista Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Buy |
7,145
+3,416
| +92% | +$3.38M | 0.98% | 20 |
|
|
2025
Q1 | $3.53M | Buy |
3,729
+170
| +5% | +$161K | 0.85% | 16 |
|
|
2024
Q4 | $3.26M | Buy |
3,559
+14
| +0.4% | +$12.8K | 0.78% | 17 |
|
|
2024
Q3 | $3.14M | Buy |
3,545
+241
| +7% | +$214K | 0.75% | 17 |
|
|
2024
Q2 | $2.81M | Buy |
3,304
+2,085
| +171% | +$1.77M | 0.74% | 17 |
|
|
2024
Q1 | $893K | Sell |
1,219
-746
| -38% | -$547K | 0.68% | 20 |
|
|
2023
Q4 | $1.3M | Sell |
1,965
-9
| -0.5% | -$5.94K | 0.48% | 21 |
|
|
2023
Q3 | $1.12M | Sell |
1,974
-246
| -11% | -$139K | 0.44% | 24 |
|
|
2023
Q2 | $1.2M | Buy |
2,220
+183
| +9% | +$98.5K | 0.5% | 21 |
|
|
2023
Q1 | $1.01M | Buy |
2,037
+14
| +0.7% | +$6.96K | 0.55% | 26 |
|
|
2022
Q4 | $924K | Buy |
+2,023
| New | +$924K | 0.58% | 24 |
|