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Kaufman Rossin Wealth’s Costco COST Stock Holding History

Kaufman Rossin Wealth’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 		$851K Buy
860
+77
+10% +$76.2K 0.54% 25
2025
Q1 		$741K Buy
783
+250
+47% +$236K 0.53% 24
2024
Q4 		$488K Buy
+533
New +$488K 0.5% 27