Iams Wealth Management’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$354K	Buy	+358	New	+$354K	0.16%	132
2024 Q2	–	Sell	-716	Closed	-$536K	–	141
2024 Q1	$536K	Buy	716 +2	+0.3%	+$1.5K	0.33%	80
2023 Q4	$471K	Buy	+714	New	+$471K	0.3%	84