Capasso Planning Partners’s Costco COST Stock Holding History

Capasso Planning Partners’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	–	Sell
2025 Q2	$244K	Hold
2025 Q1	$233K	Hold
2024 Q4	$225K	Sell
2024 Q3	$278K	Hold
2024 Q2	$267K	Sell
2024 Q1	$237K	Sell
2023 Q4	$215K	Buy