SVWG
Shared Vision Wealth Group’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
936
+15
| +2% | +$14.1K | 0.44% | 35 |
|
|
2025
Q1 | $871K | Hold |
921
| – | – | 0.48% | 32 |
|
|
2024
Q4 | $844K | Sell |
921
-139
| -13% | -$127K | 0.44% | 31 |
|
|
2024
Q3 | $940K | Buy |
1,060
+1
| +0.1% | +$886 | 0.5% | 30 |
|
|
2024
Q2 | $900K | Buy |
1,059
+709
| +203% | +$603K | 0.52% | 31 |
|
|
2024
Q1 | $256K | Sell |
350
-33
| -9% | -$24.2K | 0.16% | 63 |
|
|
2023
Q4 | $253K | Buy |
+383
| New | +$253K | 0.17% | 63 |
|