MWM
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Maridea Wealth Management’s Costco COST Stock Holding History

Maridea 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
2025
Q2 		$404K Sell
408
-416
-50% -$412K 0.11% 195
2025
Q1 		$780K Buy
824
+331
+67% +$313K 0.25% 71
2024
Q4 		$452K Buy
+493
New +$452K 0.15% 127