EWS
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Evergreen Wealth Solutions’s Costco COST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
1,169
-15
-1% -$14.8K 0.7% 33
2025
Q1
$1.12M Sell
1,184
-42
-3% -$39.7K 0.76% 26
2024
Q4
$1.12M Buy
1,226
+143
+13% +$131K 0.78% 25
2024
Q3
$961K Sell
1,083
-93
-8% -$82.5K 0.65% 25
2024
Q2
$1,000K Buy
+1,176
New +$1,000K 0.71% 29