Optivise Advisory Services’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$655K	Buy	662 +61	+10%	+$60.4K	0.33%	76
2025 Q1	$568K	Buy	601 +4	+0.7%	+$3.78K	0.32%	75
2024 Q4	$547K	Buy	597 +26	+5%	+$23.8K	0.29%	81
2024 Q3	$506K	Sell	571 -40	-7%	-$35.4K	0.27%	78
2024 Q2	$519K	Buy	+611	New	+$519K	0.28%	79