SWM
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Shelton Wealth Management’s Costco COST Stock Holding History

Shelton Wealth Management’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-402
Closed -$295K – 123
2024
Q1 		$295K Sell
402
-92
-19% -$67.4K 0.19% 104
2023
Q4 		$326K Buy
+494
New +$326K 0.23% 83