DWS
COST icon

Dynamic Wealth Strategies’s Costco COST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$456K Sell
461
-39
-8% -$38.6K 0.33% 37
2025
Q1
$473K Buy
500
+1
+0.2% +$946 0.39% 36
2024
Q4
$457K Sell
499
-19
-4% -$17.4K 0.41% 34
2024
Q3
$459K Sell
518
-81
-14% -$71.8K 0.37% 34
2024
Q2
$509K Buy
599
+3
+0.5% +$2.55K 0.44% 32
2024
Q1
$437K Buy
596
+10
+2% +$7.33K 0.37% 35
2023
Q4
$387K Buy
+586
New +$387K 0.36% 33