GWAM
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Guardian Wealth Advisors (Minnesota)’s Costco COST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
220
-23
-9% -$22.8K 0.13% 69
2025
Q1
$230K Hold
243
0.15% 69
2024
Q4
$223K Hold
243
0.14% 71
2024
Q3
$215K Hold
243
0.13% 77
2024
Q2
$207K Buy
+243
New +$207K 0.13% 77