Kapstone Financial Advisors’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Hold	1,086	–	–	0.54%	32
2025 Q1	$1.03M	Hold	1,086	–	–	0.58%	32
2024 Q4	$1.05M	Buy	+1,086	New	+$1.05M	0.56%	31