Mindset Wealth 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	$719K	Buy	726 +3	+0.4%	+$2.97K	0.24%	50
2025 Q1	$684K	Buy	723 +58	+9%	+$54.9K	0.27%	41
2024 Q4	$609K	Buy	665 +78	+13%	+$71.5K	0.22%	46
2024 Q3	$520K	Buy	+587	New	+$520K	0.22%	54