Novak & Powell Financial Services’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$445K Buy
2025
Q1
$347K Buy
2024
Q4
$336K Sell
2024
Q3
$327K Buy
2024
Q2
$227K Buy