LWA
Lineweaver Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
1,964
+60
| +3% | +$59.4K | 0.31% | 63 |
|
|
2025
Q1 | $1.81M | Buy |
1,904
+116
| +6% | +$110K | 0.31% | 63 |
|
|
2024
Q4 | $1.65M | Sell |
1,788
-71
| -4% | -$65.4K | 0.3% | 65 |
|
|
2024
Q3 | $1.65M | Buy |
1,859
+30
| +2% | +$26.7K | 0.32% | 63 |
|
|
2024
Q2 | $1.56M | Sell |
1,829
-32
| -2% | -$27.3K | 0.32% | 59 |
|
|
2024
Q1 | $1.37M | Sell |
1,861
-133
| -7% | -$97.8K | 0.32% | 61 |
|
|
2023
Q4 | $1.32M | Sell |
1,994
-192
| -9% | -$127K | 0.34% | 59 |
|
|
2023
Q3 | $1.23M | Sell |
2,186
-21
| -1% | -$11.9K | 0.36% | 55 |
|
|
2023
Q2 | $1.19M | Buy |
2,207
+19
| +0.9% | +$10.2K | 0.34% | 57 |
|
|
2023
Q1 | $1.09M | Buy |
2,188
+6
| +0.3% | +$2.99K | 0.33% | 62 |
|
|
2022
Q4 | $998K | Buy |
2,182
+682
| +45% | +$312K | 0.3% | 64 |
|
|
2022
Q3 | $705K | Buy |
1,500
+22
| +1% | +$10.3K | 0.23% | 73 |
|
|
2022
Q2 | $708K | Buy |
1,478
+20
| +1% | +$9.58K | 0.23% | 71 |
|
|
2022
Q1 | $840K | Buy |
1,458
+52
| +4% | +$30K | 0.24% | 72 |
|
|
2021
Q4 | $798K | Sell |
1,406
-27
| -2% | -$15.3K | 0.23% | 71 |
|
|
2021
Q3 | $644K | Buy |
1,433
+57
| +4% | +$25.6K | 0.2% | 67 |
|
|
2021
Q2 | $544K | Buy |
1,376
+42
| +3% | +$16.6K | 0.18% | 64 |
|
|
2021
Q1 | $470K | Buy |
1,334
+223
| +20% | +$78.6K | 0.17% | 68 |
|
|
2020
Q4 | $418K | Sell |
1,111
-60
| -5% | -$22.6K | 0.16% | 58 |
|
|
2020
Q3 | $415K | Buy |
1,171
+39
| +3% | +$13.8K | 0.19% | 59 |
|
|
2020
Q2 | $343K | Buy |
1,132
+121
| +12% | +$36.7K | 0.17% | 56 |
|
|
2020
Q1 | $289K | Buy |
+1,011
| New | +$289K | 0.18% | 55 |
|