Brass Tax 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
$259K Buy
262
+9
+4% +$8.91K 0.05% 187
2025
Q1
$239K Buy
253
+13
+5% +$12.3K 0.05% 187
2024
Q4
$220K Buy
240
+13
+6% +$11.9K 0.05% 188
2024
Q3
$201K Buy
+227
New +$201K 0.04% 196