EWA
Etesian Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Sell |
6,887
-191
| -3% | -$189K | 2.54% | 9 |
|
|
2025
Q1 | $6.69M | Hold |
7,078
| – | – | 2.89% | 9 |
|
|
2024
Q4 | $6.49M | Buy |
7,078
+38
| +0.5% | +$34.8K | 2.87% | 8 |
|
|
2024
Q3 | $6.24M | Buy |
7,040
+18
| +0.3% | +$16K | 2.83% | 8 |
|
|
2024
Q2 | $5.97M | Buy |
7,022
+40
| +0.6% | +$34K | 3.35% | 7 |
|
|
2024
Q1 | $5.12M | Sell |
6,982
-83
| -1% | -$60.8K | 2.93% | 7 |
|
|
2023
Q4 | $4.68M | Sell |
7,065
-10
| -0.1% | -$6.63K | 2.81% | 8 |
|
|
2023
Q3 | $4M | Sell |
7,075
-121
| -2% | -$68.4K | 2.69% | 6 |
|
|
2023
Q2 | $3.87M | Sell |
7,196
-45
| -0.6% | -$24.2K | 2.53% | 8 |
|
|
2023
Q1 | $3.6M | Sell |
7,241
-28
| -0.4% | -$13.9K | 2.39% | 8 |
|
|
2022
Q4 | $3.32M | Buy |
+7,269
| New | +$3.32M | 2.42% | 8 |
|