MSWM
McGlone Suttner Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
611
+4
| +0.7% | +$3.96K | 0.09% | 100 |
|
|
2025
Q1 | $574K | Buy |
607
+54
| +10% | +$51.1K | 0.09% | 100 |
|
|
2024
Q4 | $507K | Sell |
553
-3
| -0.5% | -$2.75K | 0.08% | 102 |
|
|
2024
Q3 | $493K | Buy |
556
+78
| +16% | +$69.1K | 0.1% | 100 |
|
|
2024
Q2 | $316K | Sell |
478
-64
| -12% | -$42.3K | 0.06% | 115 |
|
|
2024
Q1 | $397K | Buy |
542
+64
| +13% | +$46.9K | 0.07% | 110 |
|
|
2023
Q4 | $316K | Buy |
478
+3
| +0.6% | +$1.98K | 0.06% | 115 |
|
|
2023
Q3 | $268K | Buy |
475
+21
| +5% | +$11.9K | 0.06% | 113 |
|
|
2023
Q2 | $244K | Buy |
454
+14
| +3% | +$7.54K | 0.06% | 130 |
|
|
2023
Q1 | $219K | Buy |
+440
| New | +$219K | 0.06% | 133 |
|