Catalyst Wealth Management, LLC

SEC CIK: 0001936191
Latest filing: Apr 11, 2023

SEC filings (opens in a new tab)

COST holding history

Costco Wholesale Corp in every 13F filed by Catalyst Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overview All 13F holders of COST Full Q1 2023 holdings

Shares (Q1 2023): 651
Value: $323.5K
% of portfolio: 0.3%
Quarters held: 2; Since Q4 2022

Holdings of COST by Catalyst Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	651	$323.5K	0.3%	−94−12.6%	Reduced	Holders
Q4 2022	745	$340.1K	0.3%	–	No prior filing	Holders