IWS
Integrity Wealth Solutions’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
421
-2
| -0.5% | -$1.98K | 0.2% | 78 |
|
|
2025
Q1 | $400K | Buy |
423
+2
| +0.5% | +$1.89K | 0.22% | 77 |
|
|
2024
Q4 | $386K | Buy |
421
+150
| +55% | +$137K | 0.22% | 70 |
|
|
2024
Q3 | $240K | Hold |
271
| – | – | 0.14% | 85 |
|
|
2024
Q2 | $230K | Sell |
271
-95
| -26% | -$80.6K | 0.15% | 80 |
|
|
2024
Q1 | $268K | Hold |
366
| – | – | 0.18% | 80 |
|
|
2023
Q4 | $247K | Buy |
+366
| New | +$247K | 0.17% | 81 |
|