GWM
GoalFusion Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-336
| Closed | -$318K | – | 29 |
|
|
2025
Q1 | $318K | Hold |
336
| – | – | 0.17% | 20 |
|
|
2024
Q4 | $308K | Hold |
336
| – | – | 0.17% | 22 |
|
|
2024
Q3 | $298K | Hold |
336
| – | – | 0.17% | 24 |
|
|
2024
Q2 | $286K | Sell |
336
-52
| -13% | -$44.2K | 0.18% | 25 |
|
|
2024
Q1 | $284K | Hold |
388
| – | – | 0.18% | 25 |
|
|
2023
Q4 | $256K | Hold |
388
| – | – | 0.17% | 25 |
|
|
2023
Q3 | $219K | Hold |
388
| – | – | 0.16% | 25 |
|
|
2023
Q2 | $209K | Buy |
+388
| New | +$209K | 0.15% | 24 |
|
|
2022
Q2 | – | Sell |
-388
| Closed | -$223K | – | 20 |
|
|
2022
Q1 | $223K | Buy |
+388
| New | +$223K | 0.19% | 17 |
|