Beacon Financial Advisory’s Costco COST Stock Holding History

Beacon Financial Advisory’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$848K	Sell
2025 Q2	$965K	Buy
2025 Q1	$761K	Buy
2024 Q4	$669K	Buy
2024 Q3	$637K	Buy
2024 Q2	$587K	Buy
2024 Q1	$266K	Sell
2023 Q4	$250K	Buy
2022 Q2	–	Sell
2022 Q1	$203K	Sell
2021 Q4	$203K	Buy