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Strategies Wealth Advisors’s Costco COST Stock Holding History

Strategies Wealth Advisors’s Portfolio COST Stock Details COST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.5M Sell
2,524
-27
-1% -$26.7K 0.27% 35
2025
Q1 		$2.41M Buy
2,551
+1,333
+109% +$1.26M 0.29% 32
2024
Q4 		$1.3M Buy
+1,218
New +$1.3M 0.16% 43