JAA
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Joel Adams & Associates’s Costco COST Stock Holding History

Joel Adams & Associates’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$323K Hold
326
– – 0.29% 46
2025
Q1 		$308K Hold
326
– – 0.28% 44
2024
Q4 		$299K Buy
+326
New +$299K 0.27% 45