Plum Street Advisors’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
$877K Buy
2025
Q1
$827K Hold
2024
Q4
$801K Buy
2024
Q3
$720K Buy
2024
Q2
Sell
2024
Q1
$720K Buy