HA
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Helium Advisors’s Costco COST Stock Holding History

Helium Advisors’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 		$1.06M Sell
1,066
-98
-8% -$97K 0.67% 29
2025
Q1 		$1.1M Sell
1,164
-33
-3% -$31.2K 0.8% 21
2024
Q4 		$1.1M Buy
+1,197
New +$1.1M 0.87% 28