OWA
ORBA Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
311
-1,154
| -79% | -$1.14M | 0.28% | 60 |
|
|
2025
Q1 | $1.39M | Hold |
1,465
| – | – | 0.7% | 36 |
|
|
2024
Q4 | $1.34M | Sell |
1,465
-10
| -0.7% | -$9.16K | 0.7% | 38 |
|
|
2024
Q3 | $1.31M | Sell |
1,475
-8
| -0.5% | -$7.09K | 0.66% | 39 |
|
|
2024
Q2 | $1.26M | Buy |
1,483
+107
| +8% | +$90.9K | 0.65% | 36 |
|
|
2024
Q1 | $1.01M | Hold |
1,376
| – | – | 0.56% | 39 |
|
|
2023
Q4 | $908K | Buy |
+1,376
| New | +$908K | 0.54% | 41 |
|