SGL Investment Advisors’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Buy
481
+111
+30% +$109K 0.23% 78
2025
Q1
$373K Buy
370
+4
+1% +$4.03K 0.19% 80
2024
Q4
$390K Buy
366
+9
+3% +$9.59K 0.2% 78
2024
Q3
$330K Buy
+357
New +$330K 0.17% 83