GWMR
GC Wealth Management RIA’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.12M | Buy |
8,200
+5,578
| +213% | +$5.52M | 0.66% | 24 |
|
|
2025
Q1 | $2.48M | Sell |
2,622
-15
| -0.6% | -$14.2K | 0.46% | 55 |
|
|
2024
Q4 | $2.42M | Sell |
2,637
-1,136
| -30% | -$1.04M | 0.42% | 56 |
|
|
2024
Q3 | $3.34M | Buy |
3,773
+1,457
| +63% | +$1.29M | 0.58% | 35 |
|
|
2024
Q2 | $1.97M | Sell |
2,316
-236
| -9% | -$201K | 0.39% | 55 |
|
|
2024
Q1 | $1.87M | Buy |
2,552
+612
| +32% | +$448K | 0.37% | 57 |
|
|
2023
Q4 | $1.28M | Buy |
+1,940
| New | +$1.28M | 0.58% | 44 |
|