DWM
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David Wealth Management’s Costco COST Stock Holding History

David 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 		$300K Buy
303
+3
+1% +$2.97K 0.22% 40
2025
Q1 		$284K Hold
300
– – 0.24% 38
2024
Q4 		$275K Buy
+300
New +$275K 0.23% 39