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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