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

Heritage Wealth Management (California)’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$300K Sell
303
-1
-0.3% -$990 0.2% 66
2025
Q1 		$288K Hold
304
– – 0.22% 64
2024
Q4 		$279K Buy
+304
New +$279K 0.2% 66