WWM
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Westwood Wealth Management’s Costco COST Stock Holding History

Westwood Wealth Management’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$218K Hold
220
– – 0.07% 47
2025
Q1 		$208K Hold
220
– – 0.09% 45
2024
Q4 		$202K Buy
+220
New +$202K 0.07% 46