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Allium Financial Advisors’s Costco COST Stock Holding History

Allium Financial 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 		$5.91M Buy
5,965
+696
+13% +$689K 4.34% 5
2025
Q1 		$4.98M Buy
+5,269
New +$4.98M 4.54% 5