TrueWealth Advisors’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-452	Closed	-$401K	–	230
2024 Q3	$401K	Buy	452 +113	+33%	+$100K	0.13%	134
2024 Q2	$288K	Buy	+339	New	+$288K	0.11%	164