Shum Financial Group’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$1.61M	Sell	1,705 -8	-0.5%	-$7.57K	1.4%	23
2024 Q4	$1.57M	Sell	1,713 -1	-0.1%	-$916	1.36%	23
2024 Q3	$1.53M	Buy	+1,714	New	+$1.53M	1.27%	23