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SoundView Advisors’s Costco COST Stock Holding History

SoundView 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 		$2.89M Sell
2,918
-577
-17% -$571K 1.06% 16
2025
Q1 		$3.31M Sell
3,495
-2,441
-41% -$2.31M 1.36% 12
2024
Q4 		$5.44M Buy
+5,936
New +$5.44M 2.24% 11