OHWA
Oak Hill Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Hold |
970
| – | – | 0.2% | 62 |
|
|
2025
Q1 | $918K | Buy |
970
+3
| +0.3% | +$2.84K | 0.21% | 58 |
|
|
2024
Q4 | $886K | Buy |
+967
| New | +$886K | 0.21% | 56 |
|
|
2024
Q3 | – | Sell |
-962
| Closed | -$818K | – | 32 |
|
|
2024
Q2 | $818K | Buy |
+962
| New | +$818K | 0.25% | 45 |
|
|
2024
Q1 | – | Sell |
-962
| Closed | -$635K | – | 23 |
|
|
2023
Q4 | $635K | Hold |
962
| – | – | 0.22% | 48 |
|
|
2023
Q3 | $544K | Sell |
962
-174
| -15% | -$98.3K | 0.21% | 55 |
|
|
2023
Q2 | $612K | Sell |
1,136
-50
| -4% | -$26.9K | 0.23% | 55 |
|
|
2023
Q1 | $589K | Hold |
1,186
| – | – | 0.23% | 57 |
|
|
2022
Q4 | $541K | Buy |
+1,186
| New | +$541K | 0.22% | 62 |
|