CWM
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Consultiva Wealth Management’s Costco COST Stock Holding History

Consultiva 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 		$171K Hold
173
– – 0.53% 28
2025
Q1 		$164K Hold
173
– – 0.56% 26
2024
Q4 		$159K Buy
+173
New +$159K 0.8% 22