FTWA
Fifth Third Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
10,222
+775
| +8% | +$767K | 0.42% | 40 |
|
|
2025
Q1 | $8.94M | Buy |
9,447
+581
| +7% | +$550K | 0.46% | 33 |
|
|
2024
Q4 | $8.12M | Buy |
8,866
+409
| +5% | +$375K | 0.44% | 35 |
|
|
2024
Q3 | $7.5M | Sell |
8,457
-370
| -4% | -$328K | 0.46% | 35 |
|
|
2024
Q2 | $7.5M | Buy |
8,827
+4,222
| +92% | +$3.59M | 0.57% | 23 |
|
|
2024
Q1 | $3.37M | Buy |
4,605
+39
| +0.9% | +$28.6K | 0.53% | 30 |
|
|
2023
Q4 | $3.01M | Buy |
4,566
+67
| +1% | +$44.2K | 0.98% | 19 |
|
|
2023
Q3 | $2.54M | Buy |
4,499
+1,007
| +29% | +$569K | 1.03% | 20 |
|
|
2023
Q2 | $1.88M | Buy |
3,492
+1,198
| +52% | +$645K | 1.21% | 20 |
|
|
2023
Q1 | $1.14M | Buy |
+2,294
| New | +$1.14M | 2.11% | 12 |
|