HWM
Horizon Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
268
-30
| -10% | -$29.7K | 0.05% | 84 |
|
|
2025
Q1 | $282K | Buy |
298
+30
| +11% | +$28.4K | 0.05% | 79 |
|
|
2024
Q4 | $246K | Hold |
268
| – | – | 0.04% | 80 |
|
|
2024
Q3 | $237K | Buy |
268
+12
| +5% | +$10.6K | 0.05% | 74 |
|
|
2024
Q2 | $217K | Sell |
256
-20
| -7% | -$17K | 0.05% | 71 |
|
|
2024
Q1 | $202K | Buy |
+276
| New | +$202K | 0.05% | 79 |
|
|
2022
Q4 | – | Sell |
-12,362
| Closed | -$5.84M | – | 70 |
|
|
2022
Q3 | $5.84M | Buy |
+12,362
| New | +$5.84M | 4.28% | 10 |
|