GJWM
Gilliland Jeter Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
1,202
+6
| +0.5% | +$5.94K | 0.39% | 58 |
|
|
2025
Q1 | $1.13M | Buy |
1,196
+1
| +0.1% | +$946 | 0.4% | 55 |
|
|
2024
Q4 | $1.09M | Buy |
1,195
+3
| +0.3% | +$2.75K | 0.37% | 59 |
|
|
2024
Q3 | $1.06M | Hold |
1,192
| – | – | 0.34% | 64 |
|
|
2024
Q2 | $1.01M | Hold |
1,192
| – | – | 0.34% | 63 |
|
|
2024
Q1 | $873K | Sell |
1,192
-30
| -2% | -$22K | 0.3% | 72 |
|
|
2023
Q4 | $807K | Buy |
+1,222
| New | +$807K | 0.33% | 80 |
|