KWA
Kingswood Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
5,691
-162
| -3% | -$160K | 0.44% | 38 |
|
|
2025
Q1 | $5.54M | Sell |
5,853
-506
| -8% | -$479K | 0.51% | 29 |
|
|
2024
Q4 | $5.83M | Sell |
6,359
-1,818
| -22% | -$1.67M | 0.44% | 37 |
|
|
2024
Q3 | $7.25M | Buy |
8,177
+137
| +2% | +$121K | 0.52% | 31 |
|
|
2024
Q2 | $6.83M | Buy |
8,040
+2,328
| +41% | +$1.98M | 0.62% | 20 |
|
|
2024
Q1 | $4.19M | Sell |
5,712
-1,445
| -20% | -$1.06M | 0.48% | 36 |
|
|
2023
Q4 | $4.72M | Buy |
7,157
+4,262
| +147% | +$2.81M | 0.54% | 32 |
|
|
2023
Q3 | $2.87M | Sell |
2,895
-776
| -21% | -$769K | 0.49% | 48 |
|
|
2023
Q2 | $1.98M | Buy |
+3,671
| New | +$1.98M | 0.63% | 41 |
|