CFP
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Comprehensive Financial Planning’s Costco COST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.26M Buy
2,286
+43
+2% +$42.6K 1.78% 12
2025
Q1
$2.12M Sell
2,243
-113
-5% -$107K 2.06% 12
2024
Q4
$2.16M Buy
+2,356
New +$2.16M 1.82% 14