AGH Wealth Advisors’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
416
+3
+0.7% +$2.97K 0.34% 62
2025
Q1
$391K Sell
413
-14
-3% -$13.2K 0.38% 62
2024
Q4
$391K Buy
+427
New +$391K 0.36% 62