MSWA
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Marshall & Sterling Wealth Advisors’s Costco COST Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$586K Buy
605
+1
+0.2% +$968 0.4% 46
2025
Q1 		$571K Sell
604
-42
-7% -$39.7K 0.39% 50
2024
Q4 		$592K Buy
+646
New +$592K 0.41% 45