WGAM
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Wilkinson Global Asset Management’s Costco COST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
230
-597
-72% -$591K 0.01% 66
2025
Q1
$782K Buy
+827
New +$782K 0.05% 46
2022
Q1
Sell
-556
Closed -$316K 92
2021
Q4
$316K Buy
+556
New +$316K 0.02% 77