Davies Financial Advisors’s Costco COST Stock Holding History

Davies Financial Advisors’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.93M	Sell
2025 Q2	$2.07M	Sell
2025 Q1	$2M	Sell
2024 Q4	$1.95M	Sell
2024 Q3	$2.09M	Sell
2024 Q2	$2.1M	Sell
2024 Q1	$1.89M	Buy