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Next Level Wealth Planning’s Costco COST Stock Holding History

Next Level Wealth Planning’s Portfolio COST Stock Details COST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$432K Sell
436
-5
-1% -$4.95K 0.28% 33
2025
Q1 		$417K Sell
441
-5
-1% -$4.73K 0.32% 29
2024
Q4 		$409K Buy
+446
New +$409K 0.32% 25