Sagace Wealth Management’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
247
-226
-48% -$224K 0.18% 59
2025
Q1
$447K Sell
473
-6
-1% -$5.68K 0.34% 47
2024
Q4
$439K Sell
479
-40
-8% -$36.7K 0.33% 50
2024
Q3
$462K Buy
+519
New +$462K 0.36% 45