Rooted Wealth Advisors’s Costco COST Stock Holding History

Rooted Wealth Advisors’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$562K	Buy
2025 Q2	$499K	Buy
2025 Q1	$404K	Buy
2024 Q4	$396K	Buy
2024 Q3	$370K	Buy
2024 Q2	$282K	Sell
2024 Q1	$241K	Buy
2023 Q4	$240K	Buy
2023 Q1	–	Sell
2022 Q4	$222K	Buy