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Heritage Oak Wealth Advisors’s Costco COST Stock Holding History

Heritage Oak Wealth 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
2024
Q4 		– Sell
-733
Closed -$650K – 89
2024
Q3 		$650K Buy
+733
New +$650K 0.3% 52