Elwood & Goetz Wealth Advisory Group’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
1,076
+62
+6% +$61.4K 0.23% 35
2025
Q1
$959K Sell
1,014
-45
-4% -$42.6K 0.23% 32
2024
Q4
$970K Hold
1,059
0.24% 33
2024
Q3
$939K Buy
+1,059
New +$939K 0.23% 33