Kingswood Wealth Advisors’s Costco COST Stock Holding History

Kingswood Wealth Advisors’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 Q2	$5.63M	Sell
2025 Q1	$5.54M	Sell
2024 Q4	$5.83M	Sell
2024 Q3	$7.25M	Buy
2024 Q2	$6.83M	Buy
2024 Q1	$4.19M	Sell
2023 Q4	$4.72M	Buy
2023 Q3	$2.87M	Sell
2023 Q2	$1.98M	Buy