Barnes Wealth Management Group’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
364
+7
+2% +$6.93K 0.21% 103
2025
Q1
$338K Buy
357
+2
+0.6% +$1.89K 0.22% 101
2024
Q4
$325K Buy
+355
New +$325K 0.22% 102