JWWM
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Johnson & White Wealth Management’s Costco COST Stock Holding History

Johnson & White Wealth Management’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$322K Hold
325
– – 0.16% 83
2025
Q1 		$307K Hold
325
– – 0.17% 80
2024
Q4 		$296K Buy
325
+6
+2% +$5.47K 0.18% 80
2024
Q3 		$283K Buy
+319
New +$283K 0.24% 46