Miller Financial Services’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$860K Sell
869
-41
-5% -$40.6K 1.1% 26
2025
Q1
$861K Sell
910
-638
-41% -$604K 1.24% 26
2024
Q4
$1.42M Buy
+1,548
New +$1.42M 1.2% 23