Betterment LLC
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Betterment LLC’s Costco COST Stock Holding History

Betterment LLC’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 		$1.06M Buy
1,074
+812
+310% +$804K ﹤0.01% 273
2025
Q1 		$248K Buy
262
+35
+15% +$33.1K ﹤0.01% 425
2024
Q4 		$208K Buy
+227
New +$208K ﹤0.01% 440