BWM
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Bernard Wealth Management’s Costco COST Stock Holding History

Bernard 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 		$1.54M Sell
1,555
-39
-2% -$38.6K 0.71% 24
2025
Q1 		$1.51M Sell
1,594
-2
-0.1% -$1.89K 0.74% 26
2024
Q4 		$1.46M Buy
+1,596
New +$1.46M 0.69% 26