SWM
Seed Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Hold |
400
| – | – | 0.3% | 87 |
|
|
2025
Q1 | $378K | Hold |
400
| – | – | 0.31% | 84 |
|
|
2024
Q4 | $367K | Hold |
400
| – | – | 0.3% | 87 |
|
|
2024
Q3 | $355K | Sell |
400
-109
| -21% | -$96.6K | 0.28% | 92 |
|
|
2024
Q2 | $432K | Hold |
509
| – | – | 0.38% | 70 |
|
|
2024
Q1 | $367K | Hold |
509
| – | – | 0.35% | 74 |
|
|
2023
Q4 | $331K | Hold |
509
| – | – | 0.33% | 79 |
|
|
2023
Q3 | $287K | Hold |
509
| – | – | 0.32% | 83 |
|
|
2023
Q2 | $274K | Hold |
509
| – | – | 0.29% | 90 |
|
|
2023
Q1 | $253K | Hold |
509
| – | – | 0.29% | 94 |
|
|
2022
Q4 | $232K | Buy |
+509
| New | +$232K | 0.27% | 99 |
|