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Avantra Family Wealth’s Costco COST Stock Holding History

Avantra Family Wealth’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 		$856K Hold
865
– – 0.71% 36
2025
Q1 		$818K Hold
865
– – 0.79% 43
2024
Q4 		$793K Buy
+865
New +$793K 0.74% 41