CWP
Cyndeo Wealth Partners’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Buy |
5,240
+47
| +0.9% | +$46.5K | 0.31% | 90 |
|
|
2025
Q1 | $4.91M | Buy |
5,193
+16
| +0.3% | +$15.1K | 0.32% | 92 |
|
|
2024
Q4 | $4.74M | Buy |
5,177
+816
| +19% | +$748K | 0.32% | 87 |
|
|
2024
Q3 | $3.87M | Buy |
4,361
+1,050
| +32% | +$931K | 0.27% | 105 |
|
|
2024
Q2 | $2.81M | Sell |
3,311
-7,606
| -70% | -$6.47M | 0.22% | 126 |
|
|
2024
Q1 | $8M | Buy |
10,917
+559
| +5% | +$410K | 0.67% | 35 |
|
|
2023
Q4 | $6.84M | Buy |
10,358
+4,592
| +80% | +$3.03M | 0.63% | 40 |
|
|
2023
Q3 | $3.26M | Buy |
5,766
+20
| +0.3% | +$11.3K | 0.34% | 96 |
|
|
2023
Q2 | $3.09M | Sell |
5,746
-257
| -4% | -$138K | 0.32% | 99 |
|
|
2023
Q1 | $2.98M | Buy |
6,003
+837
| +16% | +$416K | 0.32% | 96 |
|
|
2022
Q4 | $2.36M | Buy |
+5,166
| New | +$2.36M | 0.28% | 114 |
|