Seven Post Investment Office’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-313
Closed -$277K 37
2024
Q3
$277K Hold
313
0.04% 49
2024
Q2
$266K Hold
313
0.05% 50
2024
Q1
$229K Hold
313
0.06% 53
2023
Q4
$207K Buy
+313
New +$207K 0.05% 52