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Grant Private Wealth Management’s Costco COST Stock Holding History

Grant Private Wealth Management’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 		$484K Sell
489
-121
-20% -$120K 0.27% 42
2025
Q1 		$577K Buy
610
+61
+11% +$57.7K 0.62% 44
2024
Q4 		$503K Buy
+549
New +$503K 0.54% 45