DWAM
Duncan Williams Asset Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
1,478
+121
| +9% | +$120K | 0.46% | 36 |
|
|
2025
Q1 | $1.28M | Buy |
1,357
+353
| +35% | +$334K | 0.46% | 34 |
|
|
2024
Q4 | $920K | Buy |
1,004
+103
| +11% | +$94.3K | 0.36% | 47 |
|
|
2024
Q3 | $799K | Buy |
901
+86
| +11% | +$76.3K | 0.44% | 47 |
|
|
2024
Q2 | $693K | Buy |
815
+60
| +8% | +$51K | 0.58% | 30 |
|
|
2024
Q1 | $553K | Buy |
+755
| New | +$553K | 0.5% | 37 |
|