CWA
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Cornerstone Wealth Advisors’s Costco COST Stock Holding History

Cornerstone Wealth Advisors’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 		$339K Buy
342
+2
+0.6% +$1.98K 0.09% 39
2025
Q1 		$322K Hold
340
– – 0.09% 38
2024
Q4 		$312K Hold
340
– – 0.09% 42
2024
Q3 		$302K Hold
340
– – 0.08% 40
2024
Q2 		$289K Buy
+340
New +$289K 0.09% 41