Cannon Financial Strategists’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Hold
259
0.04% 84
2025
Q1
$245K Hold
259
0.04% 81
2024
Q4
$237K Buy
259
+10
+4% +$9.16K 0.04% 85
2024
Q3
$221K Hold
249
0.04% 92
2024
Q2
$212K Buy
+249
New +$212K 0.04% 90