Schrum Private Wealth Management’s Costco COST Stock Holding History

Schrum Private Wealth Management’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 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