SWM
SilverOak Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
786
+164
| +26% | +$162K | 0.15% | 49 |
|
|
2025
Q1 | $588K | Hold |
622
| – | – | 0.13% | 54 |
|
|
2024
Q4 | $570K | Sell |
622
-142
| -19% | -$130K | 0.12% | 55 |
|
|
2024
Q3 | $677K | Buy |
764
+145
| +23% | +$129K | 0.15% | 50 |
|
|
2024
Q2 | $526K | Hold |
619
| – | – | 0.13% | 58 |
|
|
2024
Q1 | $453K | Buy |
619
+100
| +19% | +$73.3K | 0.11% | 59 |
|
|
2023
Q4 | $343K | Buy |
+519
| New | +$343K | 0.09% | 65 |
|