DWS
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 |
|