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Broadway Wealth Solutions’s Costco COST Stock Holding History

Broadway Wealth Solutions’s Portfolio COST Stock Details COST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.95M Buy
1,970
+366
+23% +$362K 1.21% 14
2025
Q1 		$1.52M Sell
1,604
-25
-2% -$23.6K 1.11% 14
2024
Q4 		$1.49M Buy
+1,629
New +$1.49M 1.13% 15