Evelyn Partners Investment Management’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.98M Sell
6,684
-3,204
-32% -$4.78M 0.41% 45
2025
Q1
$9.25M Buy
+9,888
New +$9.25M 0.42% 44