AssuredPartners Investment 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
$461K Sell
466
-338
-42% -$335K 0.11% 144
2025
Q1
$760K Buy
804
+114
+17% +$108K 0.15% 152
2024
Q4
$632K Buy
+690
New +$632K 0.12% 172