Watts Gwilliam & Co’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.38M Buy
2,516
+373
+17% +$353K 0.52% 42
2024
Q4
$1.97M Sell
2,143
-7
-0.3% -$6.45K 0.42% 49
2024
Q3
$1.91M Buy
+2,150
New +$1.91M 0.42% 46
2024
Q1
$1.32M Buy
+1,698
New +$1.32M 0.41% 55