Petros Family Wealth’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.46M	Sell	1,475 -214	-13%	-$212K	1.33%	18
2025 Q1	$1.6M	Sell	1,689 -8	-0.5%	-$7.57K	1.77%	13
2024 Q4	$1.55M	Buy	+1,697	New	+$1.55M	1.68%	14