HP
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Holistic Planning’s Costco COST Stock Holding History

Holistic Planning’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 		$1.14M Buy
1,152
+866
+303% +$857K 0.33% 59
2025
Q1 		$270K Buy
286
+27
+10% +$25.5K 0.09% 150
2024
Q4 		$237K Buy
259
+30
+13% +$27.5K 0.09% 153
2024
Q3 		$203K Buy
+229
New +$203K 0.09% 153