HWM
Howard Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Hold |
1,118
| – | – | 0.56% | 53 |
|
|
2025
Q1 | $1.06M | Hold |
1,118
| – | – | 0.59% | 50 |
|
|
2024
Q4 | $1.02M | Buy |
1,118
+679
| +155% | +$622K | 0.55% | 52 |
|
|
2024
Q3 | $389K | Buy |
439
+4
| +0.9% | +$3.55K | 0.23% | 83 |
|
|
2024
Q2 | $370K | Hold |
435
| – | – | 0.29% | 69 |
|
|
2024
Q1 | $319K | Buy |
435
+23
| +6% | +$16.9K | 0.26% | 74 |
|
|
2023
Q4 | $272K | Sell |
412
-40
| -9% | -$26.4K | 0.23% | 84 |
|
|
2023
Q3 | $244K | Buy |
452
+15
| +3% | +$8.1K | 0.23% | 84 |
|
|
2023
Q2 | $235K | Sell |
437
-8
| -2% | -$4.31K | 0.2% | 89 |
|
|
2023
Q1 | $221K | Buy |
+445
| New | +$221K | 0.18% | 100 |
|
|
2020
Q1 | – | Sell |
-202
| Closed | -$59K | – | 175 |
|
|
2019
Q4 | $59K | Buy |
+202
| New | +$59K | 0.05% | 179 |
|