CWA
Cascade Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
624
+204
| +49% | +$200K | 0.35% | 32 |
|
|
2025
Q1 | $410K | Hold |
420
| – | – | 0.28% | 35 |
|
|
2024
Q4 | $385K | Hold |
420
| – | – | 0.26% | 35 |
|
|
2024
Q3 | $372K | Hold |
420
| – | – | 0.27% | 37 |
|
|
2024
Q2 | $343K | Sell |
420
-40
| -9% | -$32.6K | 0.25% | 39 |
|
|
2024
Q1 | $336K | Buy |
+460
| New | +$336K | 0.29% | 41 |
|