Great Point Wealth Advisors’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-333	Closed	-$295K	–	58
2024 Q3	$295K	Buy	333 +90	+37%	+$79.8K	0.06%	51
2024 Q2	$207K	Buy	+243	New	+$207K	0.05%	54
2022 Q3	–	Sell	-782	Closed	-$375K	–	65
2022 Q2	$375K	Buy	+782	New	+$375K	0.13%	49