OWA
Opal Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
603
+81
| +16% | +$80.2K | 0.17% | 73 |
|
|
2025
Q1 | $494K | Sell |
522
-56
| -10% | -$53K | 0.15% | 77 |
|
|
2024
Q4 | $530K | Buy |
578
+150
| +35% | +$137K | 0.16% | 87 |
|
|
2024
Q3 | $379K | Buy |
428
+1
| +0.2% | +$887 | 0.12% | 102 |
|
|
2024
Q2 | $363K | Sell |
427
-35
| -8% | -$29.8K | 0.12% | 100 |
|
|
2024
Q1 | $338K | Sell |
462
-84
| -15% | -$61.5K | 0.11% | 117 |
|
|
2023
Q4 | $360K | Buy |
546
+7
| +1% | +$4.62K | 0.14% | 110 |
|
|
2023
Q3 | $305K | Buy |
539
+91
| +20% | +$51.4K | 0.18% | 97 |
|
|
2023
Q2 | $241K | Buy |
+448
| New | +$241K | 0.12% | 126 |
|