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Roxbury Financial’s Costco COST Stock Holding History

Roxbury Financial’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 		$1.17M Sell
1,179
-42
-3% -$41.6K 1.14% 26
2025
Q1 		$1.28M Sell
1,221
-1
-0.1% -$1.05K 1.25% 22
2024
Q4 		$1.19M Buy
+1,222
New +$1.19M 1.15% 25