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Legacy Financial Strategies’s Costco COST Stock Holding History

Legacy Financial Strategies’s Portfolio COST Stock Details COST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$263K Buy
266
+37
+16% +$36.6K 0.05% 109
2025
Q1 		$217K Sell
229
-2
-0.9% -$1.89K 0.05% 112
2024
Q4 		$210K Buy
+231
New +$210K 0.05% 112