Challenger Wealth Management’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.7M Buy
2,730
+194
+8% +$192K 1.87% 13
2025
Q1
$2.4M Sell
2,536
-6
-0.2% -$5.68K 1.9% 12
2024
Q4
$2.33M Buy
+2,542
New +$2.33M 2.01% 13