GFWA
Grey Fox Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-248
| Closed | -$227K | – | 130 |
|
|
2024
Q4 | $227K | Hold |
248
| – | – | 0.06% | 116 |
|
|
2024
Q3 | $220K | Buy |
+248
| New | +$220K | 0.06% | 114 |
|
|
2023
Q2 | – | Sell |
-397
| Closed | -$197K | – | 184 |
|
|
2023
Q1 | $197K | Buy |
397
+5
| +1% | +$2.48K | 0.12% | 98 |
|
|
2022
Q4 | $179K | Buy |
+392
| New | +$179K | 0.12% | 106 |
|