Montz Harcus Wealth Management’s Costco COST Stock Holding History

Montz Harcus Wealth Management’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$280K	Buy
2025 Q2	$290K	Sell
2025 Q1	$311K	Hold
2024 Q4	$301K	Sell
2024 Q3	$310K	Sell
2024 Q2	$303K	Buy
2024 Q1	$255K	Buy
2023 Q4	$230K	Sell
2023 Q3	$205K	Sell
2023 Q2	$252K	Buy