Tower Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $520K | Buy |
525
+30
| +6% | +$29.7K | 0.31% | 35 |
|
2025
Q1 | $468K | Buy |
495
+72
| +17% | +$68.1K | 0.25% | 41 |
|
2024
Q4 | $388K | Buy |
423
+25
| +6% | +$22.9K | 0.2% | 47 |
|
2024
Q3 | $353K | Buy |
398
+20
| +5% | +$17.7K | 0.21% | 46 |
|
2024
Q2 | $321K | Buy |
+378
| New | +$321K | 0.2% | 45 |
|