Tower Wealth Partners’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Buy
525
+30
+6% +$29.7K 0.31% 35
2025
Q1
$468K Buy
495
+72
+17% +$68.1K 0.25% 41
2024
Q4
$388K Buy
423
+25
+6% +$22.9K 0.2% 47
2024
Q3
$353K Buy
398
+20
+5% +$17.7K 0.21% 46
2024
Q2
$321K Buy
+378
New +$321K 0.2% 45