Evergreen Wealth Solutions’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
2025
Q1
$1.12M Sell
2024
Q4
$1.12M Buy
2024
Q3
$961K Sell
2024
Q2
$1,000K Buy