GWA
Gratus Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
1,388
-5
| -0.4% | -$4.95K | 0.21% | 44 |
|
|
2025
Q1 | $1.32M | Sell |
1,393
-39
| -3% | -$36.9K | 0.22% | 43 |
|
|
2024
Q4 | $1.31M | Sell |
1,432
-1
| -0.1% | -$916 | 0.21% | 45 |
|
|
2024
Q3 | $1.25M | Buy |
1,433
+117
| +9% | +$102K | 0.2% | 52 |
|
|
2024
Q2 | $1.1M | Buy |
1,316
+30
| +2% | +$25.1K | 0.19% | 48 |
|
|
2024
Q1 | $915K | Buy |
1,286
+556
| +76% | +$395K | 0.17% | 57 |
|
|
2023
Q4 | $482K | Buy |
+730
| New | +$482K | 0.1% | 86 |
|