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Potentia Wealth’s Costco COST Stock Holding History

Potentia Wealth’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$295K Hold
298
– – 0.17% 62
2025
Q1 		$282K Sell
298
-10
-3% -$9.46K 0.13% 78
2024
Q4 		$282K Buy
+308
New +$282K 0.13% 84