Marshall Investment Management’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-79	Closed	-$74.7K	–	57
2025 Q1	$74.7K	Hold	79	–	–	0.05%	97
2024 Q4	$70K	Buy	+79	New	+$70K	0.04%	94