Epic Trust Investment Advisors’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$502K	Buy	590 +41	+7%	+$34.9K	0.55%	41
2024 Q1	$402K	Buy	549 +33	+6%	+$24.2K	0.5%	49
2023 Q4	$341K	Buy	+516	New	+$341K	0.46%	62
2023 Q3	–	Sell	-411	Closed	-$221K	–	93
2023 Q2	$221K	Buy	+411	New	+$221K	0.31%	88