MWA
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Merkkuri Wealth Advisors’s Costco COST Stock Holding History

Merkkuri 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 		$263K Sell
266
-3
-1% -$2.97K 0.2% 76
2025
Q1 		$254K Sell
269
-41
-13% -$38.7K 0.22% 75
2024
Q4 		$284K Sell
310
-11
-3% -$10.1K 0.22% 73
2024
Q3 		$285K Buy
+321
New +$285K 0.22% 72