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Asset Planning Inc’s Costco COST Stock Holding History

Asset Planning Inc’s Portfolio COST Stock Details COST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.33M Sell
7,404
-28
-0.4% -$27.7K 5.52% 4
2025
Q1 		$7.03M Sell
7,432
-60
-0.8% -$56.7K 5.51% 5
2024
Q4 		$6.87M Buy
+7,492
New +$6.87M 5.23% 5