SwitchPoint Financial Planning’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Buy
285
+8
+3% +$7.93K 0.23% 45
2025
Q1
$262K Buy
277
+5
+2% +$4.74K 0.25% 40
2024
Q4
$250K Buy
+272
New +$250K 0.24% 41