One Wealth Capital 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
$250K Sell
253
-30
-11% -$29.7K 0.12% 90
2025
Q1
$268K Hold
283
0.14% 83
2024
Q4
$259K Buy
+283
New +$259K 0.13% 83