MSWM
COST icon

Mowery & Schoenfeld Wealth Management’s Costco COST Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio COST Stock Details COST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$283K Hold
286
– – 0.43% 36
2025
Q1 		$270K Buy
286
+1
+0.4% +$946 0.53% 38
2024
Q4 		$261K Buy
285
+220
+338% +$202K 0.51% 37
2024
Q3 		$57.6K Buy
+65
New +$57.6K 0.09% 91