Sterling Group Wealth Management’s Costco COST Stock Holding History

Sterling Group Wealth Management’s Portfolio COST Stock Details COST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$202K	Sell
2025 Q1	$288K	Hold
2024 Q4	$279K	Hold
2024 Q3	$270K	Hold
2024 Q2	$258K	Buy
2024 Q1	–	Sell
2023 Q4	$397K	Buy
2023 Q3	$284K	Hold
2023 Q2	$270K	Buy
2023 Q1	$244K	Buy