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Shade Tree Advisors’s Costco COST Stock Holding History

Shade Tree Advisors’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 		$805K Hold
813
– – 0.7% 12
2025
Q1 		$769K Hold
813
– – 0.76% 12
2024
Q4 		$745K Buy
+813
New +$745K 0.75% 12