Chokshi & Queen Wealth Advisors’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.6M Buy
11,702
+563
+5% +$557K 6.64% 4
2025
Q1
$10.5M Buy
11,139
+77
+0.7% +$72.8K 6.43% 4
2024
Q4
$10.1M Buy
+11,062
New +$10.1M 6.29% 5