Shared Vision Wealth Group’s Costco COST Stock Holding History

Shared Vision Wealth Group’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 Q2	$880K	Buy
2025 Q1	$871K	Hold
2024 Q4	$844K	Sell
2024 Q3	$940K	Buy
2024 Q2	$900K	Buy
2024 Q1	$256K	Sell
2023 Q4	$253K	Buy