Legacy Wealth Management (Idaho)’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$419K	Buy	423 +7	+2%	+$6.93K	0.22%	56
2025 Q1	$393K	Buy	416 +33	+9%	+$31.2K	0.28%	50
2024 Q4	$400K	Buy	383 +3	+0.8%	+$3.13K	0.26%	52
2024 Q3	$355K	Buy	+380	New	+$355K	0.21%	43