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Wetzel Investment Advisors’s Costco COST Stock Holding History

Wetzel Investment Advisors’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13
Closed -$9.52K – 264
2024
Q2 		$9.52K Sell
13
-29
-69% -$21.2K 0.01% 464
2024
Q1 		$29.9K Sell
42
-3
-7% -$2.13K 0.02% 315
2023
Q4 		$30K Buy
+45
New +$30K 0.02% 315