AEPWM
Atlantic Edge Private Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
162
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $153K | Buy |
162
+15
| +10% | +$14.2K | 0.05% | 133 |
|
|
2024
Q4 | $135K | Sell |
147
-10
| -6% | -$9.16K | 0.04% | 146 |
|
|
2024
Q3 | $139K | Buy |
157
+22
| +16% | +$19.5K | 0.04% | 143 |
|
|
2024
Q2 | $115K | Hold |
135
| – | – | 0.04% | 152 |
|
|
2024
Q1 | $98.9K | Hold |
135
| – | – | 0.03% | 155 |
|
|
2023
Q4 | $89.1K | Buy |
+135
| New | +$89.1K | 0.04% | 153 |
|