Fiduciary Wealth Partners’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
439
+259
+144% +$256K 0.41% 31
2025
Q1
$170K Buy
+180
New +$170K 0.15% 45