TBWA
Three Bridge Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
938
+364
| +63% | +$360K | 0.24% | 47 |
|
|
2025
Q1 | $543K | Hold |
574
| – | – | 0.19% | 53 |
|
|
2024
Q4 | $526K | Hold |
574
| – | – | 0.18% | 56 |
|
|
2024
Q3 | $509K | Hold |
574
| – | – | 0.19% | 56 |
|
|
2024
Q2 | $488K | Hold |
574
| – | – | 0.19% | 59 |
|
|
2024
Q1 | $421K | Hold |
574
| – | – | 0.17% | 68 |
|
|
2023
Q4 | $387K | Hold |
574
| – | – | 0.13% | 68 |
|
|
2023
Q3 | $324K | Hold |
574
| – | – | 0.13% | 67 |
|
|
2023
Q2 | $309K | Hold |
574
| – | – | 0.13% | 72 |
|
|
2023
Q1 | $285K | Hold |
574
| – | – | 0.13% | 72 |
|
|
2022
Q4 | $262K | Sell |
574
-76
| -12% | -$34.7K | 0.14% | 71 |
|
|
2022
Q3 | $307K | Hold |
650
| – | – | 0.16% | 66 |
|
|
2022
Q2 | $312K | Hold |
650
| – | – | 0.15% | 69 |
|
|
2022
Q1 | $374K | Buy |
+650
| New | +$374K | 0.1% | 67 |
|