DFP
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Defined Financial Planning’s Costco COST Stock Holding History

Defined Financial Planning’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 		$263K Sell
272
-116
-30% -$112K 0.23% 58
2025
Q1 		$370K Buy
388
+92
+31% +$87.8K 0.38% 40
2024
Q4 		$271K Buy
+296
New +$271K 0.29% 54