MWPCG
Measured Wealth Private Client Group’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
+307
| New | +$304K | 0.09% | 143 |
|
|
2024
Q3 | – | Sell |
-261
| Closed | -$222K | – | 184 |
|
|
2024
Q2 | $222K | Buy |
+261
| New | +$222K | 0.08% | 172 |
|
|
2018
Q4 | – | Sell |
-135
| Closed | -$32K | – | 223 |
|
|
2018
Q3 | $32K | Buy |
+135
| New | +$32K | 0.02% | 437 |
|