OBWG
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 |
|