Chancellor Financial Group WB’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.42M	Sell	1,437 -50	-3%	-$49.5K	1.1%	18
2025 Q1	$1.41M	Sell	1,487 -85	-5%	-$80.4K	1.16%	20
2024 Q4	$1.44M	Buy	+1,572	New	+$1.44M	1.16%	17