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Financial Life Planners’s Costco COST Stock Holding History

Financial Life Planners’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.77M Buy
2,800
+357
+15% +$353K 2.25% 10
2025
Q1 		$2.31M Sell
2,443
-26
-1% -$24.6K 2.25% 9
2024
Q4 		$2.26M Buy
+2,469
New +$2.26M 1.89% 11