NIWA
New Insight Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
334
-4
| -1% | -$3.96K | 0.14% | 85 |
|
|
2025
Q1 | $319K | Buy |
338
+42
| +14% | +$39.7K | 0.15% | 75 |
|
|
2024
Q4 | $272K | Sell |
296
-1
| -0.3% | -$918 | 0.14% | 73 |
|
|
2024
Q3 | $264K | Buy |
297
+14
| +5% | +$12.4K | 0.14% | 72 |
|
|
2024
Q2 | $241K | Buy |
283
+6
| +2% | +$5.11K | 0.14% | 70 |
|
|
2024
Q1 | $203K | Buy |
+277
| New | +$203K | 0.13% | 81 |
|