Lakeshore Financial Planning’s Costco COST Stock Holding History

Lakeshore Financial Planning’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	$557K	Hold
2025 Q1	$532K	Sell
2024 Q4	$612K	Hold
2024 Q3	$592K	Hold
2024 Q2	$568K	Hold
2024 Q1	$490K	Buy
2023 Q4	$440K	Buy
2023 Q3	$376K	Buy