Lakeridge Wealth Management’s Costco COST Stock Holding History

Lakeridge 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	$341K	Sell
2025 Q2	$705K	Sell
2025 Q1	$675K	Sell
2024 Q4	$688K	Buy
2024 Q3	$621K	Sell
2024 Q2	$609K	Buy
2024 Q1	$523K	Sell
2023 Q4	$504K	Buy