Premier Path Wealth Partners’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.46M Buy
3,490
+135
+4% +$134K 0.48% 43
2025
Q1
$3.17M Sell
3,355
-81
-2% -$76.6K 0.49% 46
2024
Q4
$3.15M Buy
3,436
+29
+0.9% +$26.6K 0.48% 45
2024
Q3
$3.02M Buy
3,407
+5
+0.1% +$4.43K 0.48% 44
2024
Q2
$2.89M Buy
3,402
+207
+6% +$176K 0.49% 42
2024
Q1
$2.34M Sell
3,195
-87
-3% -$63.7K 0.44% 51
2023
Q4
$2.14M Buy
+3,282
New +$2.14M 0.47% 46