Holistic Financial Partners’s Costco COST Stock Holding History

Holistic Financial 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 Q2	$277K	Buy
2025 Q1	$236K	Buy
2024 Q4	$208K	Buy
2018 Q2	–	Sell
2018 Q1	$48K	Hold
2017 Q4	$48K	Buy