San Luis Wealth Advisors’s Costco COST Stock Holding History

San Luis 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	$595K	Hold
2025 Q2	$595K	Buy
2025 Q1	$524K	Sell
2024 Q4	$1.38M	Sell
2024 Q3	$1.35M	Buy
2022 Q2	–	Sell
2022 Q1	$235K	Hold
2021 Q4	$235K	Buy