Unified Investment Management’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Buy
646
+10
+2% +$9.9K 0.69% 52
2025
Q1
$602K Sell
636
-75
-11% -$70.9K 0.71% 48
2024
Q4
$651K Buy
+711
New +$651K 0.74% 44