TW
TritonPoint Wealth’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Sell |
6,622
-352
| -5% | -$348K | 0.61% | 44 |
|
|
2025
Q1 | $6.6M | Buy |
6,974
+44
| +0.6% | +$41.6K | 0.63% | 42 |
|
|
2024
Q4 | $6.35M | Sell |
6,930
-302
| -4% | -$277K | 0.57% | 46 |
|
|
2024
Q3 | $6.4M | Buy |
7,232
+182
| +3% | +$161K | 0.59% | 47 |
|
|
2024
Q2 | $5.99M | Sell |
7,050
-269
| -4% | -$229K | 0.58% | 49 |
|
|
2024
Q1 | $4.64M | Sell |
7,319
-1,139
| -13% | -$722K | 0.49% | 59 |
|
|
2023
Q4 | $5.71M | Buy |
+8,458
| New | +$5.71M | 0.56% | 54 |
|