BankPlus Wealth Management’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$677K	Buy	683 +2	+0.3%	+$1.98K	0.45%	40
2025 Q1	$645K	Sell	681 -20	-3%	-$19K	0.47%	41
2024 Q4	$643K	Buy	+701	New	+$643K	0.48%	40