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LeClair Wealth Partners’s Costco COST Stock Holding History

LeClair Wealth Partners’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 		$777K Sell
785
-3
-0.4% -$2.97K 0.53% 37
2025
Q1 		$745K Hold
788
– – 0.54% 38
2024
Q4 		$722K Buy
+788
New +$722K 0.48% 46