Meriwether Wealth & Planning’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
243
-11
-4% -$10.9K 0.15% 105
2025
Q1
$240K Sell
254
-25
-9% -$23.6K 0.16% 101
2024
Q4
$256K Buy
+279
New +$256K 0.18% 97