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Optimize Financial’s Costco COST Stock Holding History

Optimize Financial’s Portfolio COST Stock Details COST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$454K Sell
459
-2
-0.4% -$1.98K 0.28% 94
2025
Q1 		$436K Sell
461
-74
-14% -$70K 0.32% 97
2024
Q4 		$490K Buy
+535
New +$490K 0.37% 78