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Elm3 Financial Group’s Costco COST Stock Holding History

Elm3 Financial Group’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 		$790K Sell
798
-35
-4% -$34.6K 0.66% 34
2025
Q1 		$788K Sell
833
-17
-2% -$16.1K 0.69% 35
2024
Q4 		$779K Buy
+850
New +$779K 0.66% 37