Fortress Wealth Management’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-508
Closed -$293K 55
2022
Q1
$293K Buy
508
+95
+23% +$54.8K 0.22% 45
2021
Q4
$234K Buy
+413
New +$234K 0.18% 45