Capstone Wealth Management Group (Oregon)’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$825K Hold
833
0.6% 44
2025
Q1
$788K Sell
833
-235
-22% -$222K 0.63% 41
2024
Q4
$978K Buy
+1,068
New +$978K 0.74% 36