Spectrum Planning & Advisory Services’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$420K	Buy	424 +84	+25%	+$83.2K	0.27%	61
2025 Q1	$322K	Hold	340	–	–	0.27%	51
2024 Q4	$311K	Buy	340 +21	+7%	+$19.2K	0.27%	47
2024 Q3	$282K	Buy	319 +1	+0.3%	+$885	0.27%	44
2024 Q2	$271K	Buy	+318	New	+$271K	0.26%	46