Centerpoint Advisory Group’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$818K Buy
826
+100
+14% +$99K 0.71% 38
2025
Q1
$687K Buy
726
+13
+2% +$12.3K 0.68% 42
2024
Q4
$653K Buy
+713
New +$653K 0.63% 42