TCWA
Turtle Creek Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
10,175
+422
| +4% | +$418K | 1.19% | 21 |
|
|
2025
Q1 | $9.22M | Buy |
+9,753
| New | +$9.22M | 1.38% | 18 |
|
|
2024
Q4 | – | Sell |
-8,949
| Closed | -$7.93M | – | 94 |
|
|
2024
Q3 | $7.93M | Buy |
8,949
+130
| +1% | +$115K | 1.59% | 13 |
|
|
2024
Q2 | $7.5M | Buy |
8,819
+932
| +12% | +$792K | 1.74% | 14 |
|
|
2024
Q1 | $5.78M | Buy |
7,887
+613
| +8% | +$449K | 1.42% | 17 |
|
|
2023
Q4 | $4.8M | Buy |
+7,274
| New | +$4.8M | 1.41% | 11 |
|