DWMG
DB Wealth Management Group’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $343K | Hold |
519
| – | – | 0.19% | 72 |
|
|
2023
Q3 | $293K | Hold |
519
| – | – | 0.19% | 74 |
|
|
2023
Q2 | $279K | Sell |
519
-2
| -0.4% | -$1.08K | 0.17% | 76 |
|
|
2023
Q1 | $259K | Hold |
521
| – | – | 0.16% | 75 |
|
|
2022
Q4 | $238K | Hold |
521
| – | – | 0.15% | 75 |
|
|
2022
Q3 | $246K | Sell |
521
-2
| -0.4% | -$944 | 0.18% | 73 |
|
|
2022
Q2 | $251K | Hold |
523
| – | – | 0.17% | 75 |
|
|
2022
Q1 | $301K | Hold |
523
| – | – | 0.18% | 71 |
|
|
2021
Q4 | $297K | Buy |
523
+422
| +418% | +$240K | 0.18% | 71 |
|
|
2021
Q3 | $45K | Hold |
101
| – | – | 0.03% | 166 |
|
|
2021
Q2 | $40K | Hold |
101
| – | – | 0.03% | 169 |
|
|
2021
Q1 | $36K | Hold |
101
| – | – | 0.02% | 182 |
|
|
2020
Q4 | $38K | Buy |
+101
| New | +$38K | 0.03% | 167 |
|