Cherrydale 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	$295K	Hold	298	–	–	0.1%	55
2025 Q1	$282K	Sell	298 -59	-17%	-$55.9K	0.11%	53
2024 Q4	$327K	Buy	357 +55	+18%	+$50.5K	0.13%	50
2024 Q3	$268K	Hold	302	–	–	0.11%	52
2024 Q2	$257K	Buy	+302	New	+$257K	0.11%	52