MAWA
Moss Adams Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
4,621
+191
| +4% | +$189K | 0.42% | 25 |
|
|
2025
Q1 | $4.19M | Buy |
4,430
+388
| +10% | +$367K | 0.44% | 21 |
|
|
2024
Q4 | $3.7M | Sell |
4,042
-87
| -2% | -$79.7K | 0.39% | 22 |
|
|
2024
Q3 | $3.66M | Buy |
4,129
+290
| +8% | +$257K | 0.4% | 23 |
|
|
2024
Q2 | $3.26M | Buy |
3,839
+200
| +5% | +$170K | 0.45% | 24 |
|
|
2024
Q1 | $2.67M | Buy |
3,639
+2,328
| +178% | +$1.71M | 0.43% | 25 |
|
|
2023
Q4 | $881K | Buy |
1,311
+218
| +20% | +$147K | 0.18% | 36 |
|
|
2023
Q3 | $618K | Buy |
1,093
+144
| +15% | +$81.4K | 0.21% | 37 |
|
|
2023
Q2 | $511K | Sell |
949
-23
| -2% | -$12.4K | 0.17% | 43 |
|
|
2023
Q1 | $483K | Buy |
972
+2
| +0.2% | +$994 | 0.16% | 44 |
|
|
2022
Q4 | $443K | Buy |
+970
| New | +$443K | 0.22% | 58 |
|