LWL
Leo Wealth LLC’s Costco COST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.77M | Buy |
2,802
+1,475
| +111% | +$1.46M | 0.22% | 90 |
|
2025
Q1 | $1.26M | Sell |
1,327
-1,481
| -53% | -$1.4M | 0.18% | 111 |
|
2024
Q4 | $2.57M | Buy |
2,808
+8
| +0.3% | +$7.33K | 0.23% | 75 |
|
2024
Q3 | $2.48M | Sell |
2,800
-549
| -16% | -$487K | 0.23% | 77 |
|
2024
Q2 | $2.84M | Sell |
3,349
-441
| -12% | -$374K | 0.29% | 65 |
|
2024
Q1 | $2.75M | Buy |
3,790
+148
| +4% | +$107K | 0.28% | 63 |
|
2023
Q4 | $2.54M | Buy |
+3,642
| New | +$2.54M | 0.26% | 65 |
|