Schrum Private Wealth Management’s Costco COST Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$441K	Hold
2025 Q4	$382K	Hold
2025 Q3	$410K	Hold
2025 Q2	$439K	Hold
2025 Q1	$419K	Hold
2024 Q4	$406K	Buy
2024 Q3	–	Sell
2024 Q2	$348K	Hold
2024 Q1	$300K	Buy
2022 Q2	–	Sell
2022 Q1	$202K	Buy