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Putney Financial Group LLC → COST

Putney Financial Group LLC COST Position History

Costco Wholesale Corporation • Consumer Defensive

Quarters held
5
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.4M
Q4 2025$1.3M
Q1 2026$1.5M
Q2 2026$2.1M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M2.7K——
Q2 2026$2.1M2.2K——
Q1 2026$1.5M1.5K——
Q4 2025$1.3M1.5K——
Q3 2025$1.4M1.5K——

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