DWM
Diversify Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
11,585
+883
| +8% | +$875K | 0.71% | 26 |
|
|
2025
Q1 | $10.6M | Buy |
10,702
+695
| +7% | +$689K | 0.79% | 22 |
|
|
2024
Q4 | $9.38M | Buy |
10,007
+2,172
| +28% | +$2.04M | 0.73% | 23 |
|
|
2024
Q3 | $7.05M | Sell |
7,835
-314
| -4% | -$282K | 0.68% | 34 |
|
|
2024
Q2 | $6.53M | Buy |
+8,149
| New | +$6.53M | 0.81% | 24 |
|