Steward Partners Investment Solutions’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$3.01M Buy
4,106
+551
+15% +$404K 0.51% 47
2023
Q4
$2.35M Buy
+3,555
New +$2.35M 0.98% 22