RWB
RMR Wealth Builders’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
4,869
+75
| +2% | +$74.2K | 0.44% | 32 |
|
|
2025
Q1 | $4.53M | Buy |
4,794
+8
| +0.2% | +$7.57K | 0.48% | 30 |
|
|
2024
Q4 | $4.39M | Buy |
4,786
+78
| +2% | +$71.5K | 0.45% | 32 |
|
|
2024
Q3 | $4.17M | Sell |
4,708
-123
| -3% | -$109K | 0.44% | 32 |
|
|
2024
Q2 | $4.11M | Buy |
4,831
+252
| +6% | +$214K | 0.47% | 31 |
|
|
2024
Q1 | $3.35M | Buy |
4,579
+717
| +19% | +$525K | 0.41% | 36 |
|
|
2023
Q4 | $2.55M | Buy |
3,862
+369
| +11% | +$244K | 0.36% | 35 |
|
|
2023
Q3 | $1.97M | Buy |
3,493
+900
| +35% | +$508K | 0.32% | 44 |
|
|
2023
Q2 | $1.4M | Sell |
2,593
-444
| -15% | -$239K | 0.24% | 49 |
|
|
2023
Q1 | $1.51M | Buy |
3,037
+248
| +9% | +$123K | 0.29% | 42 |
|
|
2022
Q4 | $1.27M | Buy |
2,789
+7
| +0.3% | +$3.2K | 0.29% | 40 |
|
|
2022
Q3 | $1.31M | Buy |
2,782
+45
| +2% | +$21.3K | 0.32% | 38 |
|
|
2022
Q2 | $1.31M | Sell |
2,737
-139
| -5% | -$66.6K | 0.33% | 42 |
|
|
2022
Q1 | $1.66M | Buy |
2,876
+1,656
| +136% | +$954K | 0.36% | 46 |
|
|
2021
Q4 | $692K | Sell |
1,220
-1,102
| -47% | -$625K | 0.2% | 51 |
|
|
2021
Q3 | $1.04M | Buy |
2,322
+84
| +4% | +$37.7K | 0.31% | 53 |
|
|
2021
Q2 | $885K | Sell |
2,238
-108
| -5% | -$42.7K | 0.29% | 57 |
|
|
2021
Q1 | $827K | Buy |
2,346
+380
| +19% | +$134K | 0.21% | 67 |
|
|
2020
Q4 | $741K | Sell |
1,966
-875
| -31% | -$330K | 0.36% | 53 |
|
|
2020
Q3 | $1.01M | Buy |
2,841
+1,005
| +55% | +$357K | 0.26% | 63 |
|
|
2020
Q2 | $557K | Buy |
+1,836
| New | +$557K | 0.5% | 46 |
|
|
2019
Q4 | $579K | Buy |
+1,970
| New | +$579K | 0.56% | 40 |
|