D. Scott Neal’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-224	Closed	-$212K	–	56
2025 Q1	$212K	Hold	224	–	–	0.12%	51
2024 Q4	$205K	Buy	+224	New	+$205K	0.11%	53
2017 Q3	–	Sell	-529	Closed	-$85K	–	186
2017 Q2	$85K	Buy	+529	New	+$85K	0.06%	79