StoneCrest Wealth Management’s Costco COST Stock Holding History

StoneCrest Wealth Management’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$503K	Sell
2025 Q2	$547K	Buy
2025 Q1	$520K	Sell
2024 Q4	$546K	Buy
2024 Q3	$488K	Hold
2024 Q2	$467K	Hold
2024 Q1	$403K	Hold
2023 Q4	$363K	Buy