DWMS
Dominguez Wealth Management Solutions’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
1,040
| – | – | 0.71% | 27 |
|
|
2025
Q1 | $984K | Hold |
1,040
| – | – | 0.72% | 27 |
|
|
2024
Q4 | $952K | Buy |
1,040
+19
| +2% | +$17.4K | 0.7% | 28 |
|
|
2024
Q3 | $905K | Sell |
1,021
-56
| -5% | -$49.6K | 0.66% | 31 |
|
|
2024
Q2 | $915K | Buy |
1,077
+46
| +4% | +$39.1K | 0.69% | 29 |
|
|
2024
Q1 | $755K | Buy |
1,031
+1
| +0.1% | +$733 | 0.59% | 34 |
|
|
2023
Q4 | $680K | Buy |
1,030
+500
| +94% | +$330K | 0.56% | 32 |
|
|
2023
Q3 | $299K | Sell |
530
-10
| -2% | -$5.65K | 0.28% | 48 |
|
|
2023
Q2 | $291K | Sell |
540
-34
| -6% | -$18.3K | 0.25% | 48 |
|
|
2023
Q1 | $285K | Hold |
574
| – | – | 0.26% | 49 |
|
|
2022
Q4 | $262K | Buy |
+574
| New | +$262K | 0.26% | 49 |
|