Medallion Wealth Advisors, LLC’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$729K Sell
2025
Q4
$681K Buy
2025
Q3
$684K Sell
2025
Q2
$806K Sell
2025
Q1
$814K Buy
2024
Q4
$732K Buy