OBWG
COST icon

Onyx Bridge Wealth Group’s Costco COST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$847K Sell
856
-21
-2% -$20.8K 0.11% 128
2025
Q1
$830K Buy
877
+42
+5% +$39.7K 0.12% 114
2024
Q4
$765K Sell
835
-121
-13% -$111K 0.11% 118
2024
Q3
$848K Buy
956
+406
+74% +$360K 0.13% 114
2024
Q2
$468K Sell
550
-17
-3% -$14.5K 0.08% 158
2024
Q1
$413K Buy
567
+10
+2% +$7.29K 0.07% 163
2023
Q4
$368K Sell
557
-122
-18% -$80.5K 0.07% 165
2023
Q3
$384K Buy
679
+15
+2% +$8.47K 0.09% 152
2023
Q2
$357K Buy
664
+31
+5% +$16.7K 0.09% 158
2023
Q1
$314K Sell
633
-166
-21% -$82.5K 0.13% 125
2022
Q4
$386K Buy
799
+54
+7% +$26.1K 0.16% 102
2022
Q3
$347K Buy
745
+143
+24% +$66.6K 0.16% 106
2022
Q2
$319K Sell
602
-1
-0.2% -$530 0.14% 96
2022
Q1
$334K Buy
603
+48
+9% +$26.6K 0.13% 93
2021
Q4
$314K Buy
555
+118
+27% +$66.8K 0.11% 111
2021
Q3
$202K Buy
+437
New +$202K 0.08% 139