Concentrum 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
$986K Buy
996
+214
+27% +$212K 0.31% 35
2025
Q1
$740K Buy
782
+410
+110% +$388K 0.27% 42
2024
Q4
$341K Buy
372
+104
+39% +$95.4K 0.12% 59
2024
Q3
$238K Buy
+268
New +$238K 0.09% 63