Crestmont Private Wealth’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-250	Closed	-$222K	–	87
2024 Q3	$222K	Buy	250 +4	+2%	+$3.55K	0.1%	86
2024 Q2	$209K	Buy	+246	New	+$209K	0.1%	77