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Elevate Capital Advisors’s Costco COST Stock Holding History

Elevate Capital Advisors’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 		$916K Sell
925
-181
-16% -$179K 0.73% 54
2025
Q1 		$1.05M Sell
1,106
-105
-9% -$99.3K 0.97% 45
2024
Q4 		$1.11M Buy
+1,211
New +$1.11M 0.98% 46