Jamison Private Wealth Management’s Costco COST Stock Holding History

Jamison Private Wealth Management’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 Q3	$9.51M	Buy
2025 Q2	$10.1M	Sell
2025 Q1	$9.61M	Sell
2024 Q4	$9.34M	Buy
2024 Q3	$8.48M	Buy
2024 Q2	$7.85M	Buy
2024 Q1	$6.74M	Buy
2023 Q4	$5.83M	Buy
2023 Q3	$4.52M	Buy