JPWM
Jamison Private Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
10,163
-1
| -0% | -$990 | 1.44% | 21 |
|
|
2025
Q1 | $9.61M | Sell |
10,164
-34
| -0.3% | -$32.2K | 1.47% | 21 |
|
|
2024
Q4 | $9.34M | Buy |
10,198
+630
| +7% | +$577K | 1.38% | 23 |
|
|
2024
Q3 | $8.48M | Buy |
9,568
+338
| +4% | +$300K | 1.29% | 23 |
|
|
2024
Q2 | $7.85M | Buy |
9,230
+33
| +0.4% | +$28.1K | 1.3% | 24 |
|
|
2024
Q1 | $6.74M | Buy |
9,197
+369
| +4% | +$270K | 1.14% | 30 |
|
|
2023
Q4 | $5.83M | Buy |
8,828
+830
| +10% | +$548K | 1.09% | 31 |
|
|
2023
Q3 | $4.52M | Buy |
+7,998
| New | +$4.52M | 0.93% | 35 |
|