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Trace Wealth Advisors’s Costco COST Stock Holding History

Trace 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 		$2.72M Hold
2,744
– – 2.22% 11
2025
Q1 		$2.6M Sell
2,744
-200
-7% -$189K 2.31% 11
2024
Q4 		$2.7M Buy
+2,944
New +$2.7M 2.42% 11