SWK
Stephen W. Kidder’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
547
+3
| +0.6% | +$2.97K | 0.16% | 55 |
|
|
2025
Q1 | $515K | Buy |
544
+275
| +102% | +$260K | 0.16% | 53 |
|
|
2024
Q4 | $246K | Buy |
269
+28
| +12% | +$25.7K | 0.07% | 61 |
|
|
2024
Q3 | $214K | Hold |
241
| – | – | 0.06% | 71 |
|
|
2024
Q2 | $205K | Buy |
+241
| New | +$205K | 0.06% | 69 |
|