DWM
Drive Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
2,276
-267
| -10% | -$264K | 0.49% | 42 |
|
|
2025
Q1 | $2.4M | Buy |
2,543
+1,213
| +91% | +$1.15M | 0.56% | 36 |
|
|
2024
Q4 | $1.22M | Buy |
1,330
+59
| +5% | +$54.1K | 0.3% | 65 |
|
|
2024
Q3 | $1.13M | Buy |
1,271
+37
| +3% | +$32.8K | 0.29% | 65 |
|
|
2024
Q2 | $1.05M | Sell |
1,234
-6
| -0.5% | -$5.1K | 0.28% | 69 |
|
|
2024
Q1 | $908K | Sell |
1,240
-131
| -10% | -$96K | 0.25% | 80 |
|
|
2023
Q4 | $926K | Buy |
1,371
+48
| +4% | +$32.4K | 0.3% | 71 |
|
|
2023
Q3 | $747K | Buy |
1,323
+177
| +15% | +$100K | 0.27% | 81 |
|
|
2023
Q2 | $617K | Buy |
1,146
+94
| +9% | +$50.6K | 0.23% | 90 |
|
|
2023
Q1 | $523K | Buy |
1,052
+279
| +36% | +$139K | 0.22% | 111 |
|
|
2022
Q4 | $353K | Buy |
773
+27
| +4% | +$12.3K | 0.18% | 138 |
|
|
2022
Q3 | $352K | Buy |
746
+177
| +31% | +$83.5K | 0.33% | 89 |
|
|
2022
Q2 | $273K | Buy |
569
+135
| +31% | +$64.8K | 0.25% | 119 |
|
|
2022
Q1 | $250K | Buy |
+434
| New | +$250K | 0.21% | 130 |
|