Brown 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
$291K Buy
294
+29
+11% +$28.7K 0.09% 81
2025
Q1
$251K Buy
265
+13
+5% +$12.3K 0.09% 81
2024
Q4
$231K Buy
252
+3
+1% +$2.75K 0.08% 74
2024
Q3
$221K Buy
249
+10
+4% +$8.87K 0.08% 80
2024
Q2
$203K Buy
+239
New +$203K 0.08% 82