Cascade Wealth Advisors’s Costco COST Stock Holding History

Cascade Wealth Advisors’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	$612K	Buy
2025 Q1	$410K	Hold
2024 Q4	$385K	Hold
2024 Q3	$372K	Hold
2024 Q2	$343K	Sell
2024 Q1	$336K	Buy