Private Wealth Management Group’s Costco COST Stock Holding History

Private Wealth Management Group’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$153K	Buy
2025 Q2	$139K	Sell
2025 Q1	$136K	Sell
2024 Q4	$136K	Buy
2024 Q3	$132K	Hold
2024 Q2	$126K	Sell
2024 Q1	$123K	Buy
2023 Q4	$94.4K	Buy