Baron 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
$408K Buy
412
+158
+62% +$156K 0.14% 101
2025
Q1
$240K Sell
254
-4
-2% -$3.79K 0.11% 157
2024
Q4
$237K Sell
258
-39
-13% -$35.8K 0.11% 155
2024
Q3
$263K Buy
+297
New +$263K 0.13% 143