Edge Financial Advisors’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Hold
504
0.26% 66
2025
Q1
$476K Buy
504
+46
+10% +$43.5K 0.3% 57
2024
Q4
$420K Buy
458
+50
+12% +$45.8K 0.38% 57
2024
Q3
$362K Buy
+408
New +$362K 0.32% 65
2024
Q1
$313K Buy
+427
New +$313K 0.28% 94