BCWM
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Ball & Co Wealth Management’s Costco COST Stock Holding History

Ball & Co Wealth Management’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 		$229K Hold
231
– – 0.24% 16
2025
Q1 		$218K Sell
231
-66
-22% -$62.3K 0.23% 15
2024
Q4 		$272K Buy
+297
New +$272K 0.22% 16