LGWM
Litman Gregory Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
220
+2
| +0.9% | +$1.98K | 0.02% | 132 |
|
|
2025
Q1 | $206K | Hold |
218
| – | – | 0.02% | 134 |
|
|
2024
Q4 | $200K | Buy |
+218
| New | +$200K | 0.02% | 134 |
|
|
2021
Q2 | – | Sell |
-75
| Closed | -$26K | – | 91 |
|
|
2021
Q1 | $26K | Hold |
75
| – | – | 0.01% | 123 |
|
|
2020
Q4 | $28K | Hold |
75
| – | – | 0.01% | 119 |
|
|
2020
Q3 | $27K | Hold |
75
| – | – | 0.01% | 113 |
|
|
2020
Q2 | $23K | Hold |
75
| – | – | 0.01% | 109 |
|
|
2020
Q1 | $21K | Buy |
+75
| New | +$21K | 0.01% | 104 |
|
|
2018
Q2 | – | Sell |
-390
| Closed | -$73K | – | 112 |
|
|
2018
Q1 | $73K | Buy |
+390
| New | +$73K | 0.03% | 70 |
|