Momentous 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
$692K Sell
699
-119
-15% -$118K 0.45% 20
2025
Q1
$773K Buy
818
+117
+17% +$111K 0.55% 17
2024
Q4
$642K Buy
+701
New +$642K 0.53% 16