Principia Wealth Advisory’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.8K Buy
23
+9
+64% +$8.91K 0.02% 131
2025
Q1
$13.5K Buy
14
+4
+40% +$3.86K 0.01% 117
2024
Q4
$9.16K Buy
+10
New +$9.16K 0.01% 129