RLWM
RF&L Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Hold |
1,865
| – | – | 1.19% | 26 |
|
|
2025
Q1 | $1.76M | Hold |
1,865
| – | – | 1.26% | 24 |
|
|
2024
Q4 | $1.71M | Hold |
1,865
| – | – | 1.21% | 23 |
|
|
2024
Q3 | $1.65M | Hold |
1,865
| – | – | 1.17% | 24 |
|
|
2024
Q2 | $1.59M | Hold |
1,865
| – | – | 1.21% | 23 |
|
|
2024
Q1 | $1.37M | Hold |
1,865
| – | – | 1.05% | 25 |
|
|
2023
Q4 | $1.23M | Hold |
1,865
| – | – | 1.02% | 24 |
|
|
2023
Q3 | $1.05M | Hold |
1,865
| – | – | 0.98% | 25 |
|
|
2023
Q2 | $1M | Hold |
1,865
| – | – | 0.92% | 28 |
|
|
2023
Q1 | $927K | Hold |
1,865
| – | – | 0.9% | 28 |
|
|
2022
Q4 | $851K | Buy |
+1,865
| New | +$851K | 0.88% | 28 |
|