GWP
Gateway Wealth Partners’s Costco COST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.73M | Buy |
1,752
+372
| +27% | +$368K | 0.33% | 86 |
|
2025
Q1 | $1.3M | Buy |
1,380
+27
| +2% | +$25.5K | 0.29% | 90 |
|
2024
Q4 | $1.24M | Buy |
1,353
+342
| +34% | +$313K | 0.32% | 76 |
|
2024
Q3 | $897K | Buy |
1,011
+209
| +26% | +$185K | 0.25% | 93 |
|
2024
Q2 | $682K | Buy |
802
+44
| +6% | +$37.4K | 0.21% | 116 |
|
2024
Q1 | $555K | Buy |
758
+151
| +25% | +$111K | 0.2% | 113 |
|
2023
Q4 | $400K | Sell |
607
-523
| -46% | -$345K | 0.16% | 124 |
|
2023
Q3 | $638K | Buy |
1,130
+120
| +12% | +$67.8K | 0.12% | 112 |
|
2023
Q2 | $544K | Sell |
1,010
-40
| -4% | -$21.5K | 0.1% | 117 |
|
2023
Q1 | $522K | Buy |
1,050
+100
| +11% | +$49.7K | 0.08% | 117 |
|
2022
Q4 | $434K | Buy |
+950
| New | +$434K | 0.07% | 120 |
|