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Copia Wealth Management’s Costco COST Stock Holding History

Copia Wealth Management’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$724K Buy
731
+19
+3% +$18.8K 0.61% 42
2025
Q1 		$673K Buy
712
+300
+73% +$284K 0.62% 38
2024
Q4 		$378K Buy
+412
New +$378K 0.36% 56