IWA
Invera Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.17M | Sell |
1,236
-523
| -30% | -$495K | 1.37% | 22 |
|
|
2024
Q4 | $1.66M | Sell |
1,759
-136
| -7% | -$128K | 1.64% | 22 |
|
|
2024
Q3 | $1.73M | Sell |
1,895
-82
| -4% | -$75K | 1.72% | 21 |
|
|
2024
Q2 | $1.67M | Sell |
1,977
-56
| -3% | -$47.4K | 1.72% | 20 |
|
|
2024
Q1 | $1.45M | Sell |
2,033
-55
| -3% | -$39.1K | 1.23% | 32 |
|
|
2023
Q4 | $1.38M | Buy |
+2,088
| New | +$1.38M | 0.86% | 38 |
|