Invera Wealth Advisors’s Costco COST Stock Holding History

Invera Wealth Advisors’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 Q1	$1.17M	Sell
2024 Q4	$1.66M	Sell
2024 Q3	$1.73M	Sell
2024 Q2	$1.67M	Sell
2024 Q1	$1.45M	Sell
2023 Q4	$1.38M	Buy