LWM
COST icon

Ledge Wealth Management’s Costco COST Stock Holding History

Ledge 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
2023
Q4 		$2.75M Buy
4,163
+275
+7% +$182K 1.07% 23
2023
Q3 		$2.2M Buy
+3,888
New +$2.2M 0.99% 33