Holos Integrated Wealth’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.2K Hold
43
0.03% 121
2025
Q1
$40.7K Sell
43
-29
-40% -$27.4K 0.03% 121
2024
Q4
$66K Buy
+72
New +$66K 0.05% 99