Carson Advisory’s Costco COST Stock Holding History

Carson Advisory’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 Q2	$288K	Hold
2025 Q1	$276K	Sell
2024 Q4	$302K	Hold
2024 Q3	$292K	Sell
2024 Q2	$291K	Buy
2024 Q1	$240K	Buy
2023 Q4	$206K	Buy