GWWM
Great Waters Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
1,770
+9
| +0.5% | +$8.91K | 0.23% | 26 |
|
|
2025
Q1 | $1.67M | Buy |
1,761
+25
| +1% | +$23.6K | 0.23% | 27 |
|
|
2024
Q4 | $1.59M | Sell |
1,736
-39
| -2% | -$35.7K | 0.2% | 35 |
|
|
2024
Q3 | $1.57M | Buy |
1,775
+30
| +2% | +$26.6K | 0.21% | 32 |
|
|
2024
Q2 | $1.48M | Buy |
1,745
+18
| +1% | +$15.3K | 0.23% | 32 |
|
|
2024
Q1 | $1.27M | Buy |
1,727
+198
| +13% | +$145K | 0.21% | 38 |
|
|
2023
Q4 | $986K | Buy |
1,529
+69
| +5% | +$44.5K | 0.17% | 42 |
|
|
2023
Q3 | $814K | Hold |
1,460
| – | – | 0.16% | 46 |
|
|
2023
Q2 | $786K | Sell |
1,460
-2
| -0.1% | -$1.08K | 0.16% | 47 |
|
|
2023
Q1 | $740K | Sell |
1,462
-47
| -3% | -$23.8K | 0.16% | 49 |
|
|
2022
Q4 | $741K | Buy |
+1,509
| New | +$741K | 0.16% | 46 |
|