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

Heritage Wealth Management (Ohio)’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 		$1.75M Hold
1,771
– – 0.57% 46
2025
Q1 		$1.67M Buy
1,771
+39
+2% +$36.9K 0.57% 41
2024
Q4 		$1.59M Hold
1,732
– – 0.53% 43
2024
Q3 		$1.54M Hold
1,732
– – 0.5% 47
2024
Q2 		$1.53M Buy
+1,732
New +$1.53M 0.51% 48