Investment Advisory Group’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Buy
426
+22
+5% +$21.8K 0.13% 113
2025
Q1
$382K Sell
404
-82
-17% -$77.6K 0.13% 112
2024
Q4
$445K Buy
486
+50
+11% +$45.8K 0.15% 102
2024
Q3
$387K Buy
+436
New +$387K 0.13% 110