NWM
Northwest Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Sell |
470
-13
| -3% | -$12.9K | 0.08% | 108 |
|
|
2025
Q1 | $457K | Buy |
483
+1
| +0.2% | +$946 | 0.09% | 102 |
|
|
2024
Q4 | $442K | Buy |
482
+65
| +16% | +$59.6K | 0.09% | 100 |
|
|
2024
Q3 | $370K | Sell |
417
-3
| -0.7% | -$2.66K | 0.09% | 108 |
|
|
2024
Q2 | $357K | Buy |
420
+22
| +6% | +$18.7K | 0.09% | 108 |
|
|
2024
Q1 | $291K | Buy |
398
+15
| +4% | +$11K | 0.08% | 128 |
|
|
2023
Q4 | $253K | Buy |
+383
| New | +$253K | 0.08% | 132 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$42K | – | 518 |
|
|
2018
Q2 | $42K | Hold |
200
| – | – | 0.03% | 227 |
|
|
2018
Q1 | $38K | Buy |
+200
| New | +$38K | 0.03% | 242 |
|