Heritage Wealth Management (Arizona)’s Costco COST Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$202K	Buy
2022 Q4	$346K	Buy
2022 Q3	$226K	Buy
2022 Q2	$182K	Sell
2022 Q1	$470K	Buy
2021 Q3	$349K	Sell
2021 Q2	$322K	Sell
2021 Q1	$326K	Buy