WWA
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Wingate Wealth Advisors’s Costco COST Stock Holding History

Wingate Wealth 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
2025
Q2 		$628K Buy
634
+70
+12% +$69.3K 0.56% 55
2025
Q1 		$533K Hold
564
– – 0.61% 51
2024
Q4 		$517K Buy
+564
New +$517K 0.51% 54