FMB Wealth 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
$244K Buy
246
+15
+6% +$14.9K 0.12% 68
2025
Q1
$218K Hold
231
0.12% 70
2024
Q4
$212K Sell
231
-20
-8% -$18.3K 0.12% 66
2024
Q3
$223K Hold
251
0.13% 68
2024
Q2
$213K Buy
+251
New +$213K 0.16% 66