Heritage Wealth Partners’s Costco COST Stock Holding History

Heritage Wealth Partners’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$380K	Sell
2024 Q4	$374K	Buy
2024 Q3	$362K	Hold
2024 Q2	$346K	Sell
2024 Q1	$290K	Hold
2023 Q4	$290K	Buy
2023 Q3	$246K	Buy
2023 Q2	$223K	Buy
2023 Q1	–	Sell
2022 Q4	$209K	Buy