Vestia Personal Wealth Advisors’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Sell	225 -5	-2%	-$4.95K	0.15%	90
2025 Q1	$218K	Sell	230 -3	-1%	-$2.84K	0.17%	84
2024 Q4	$213K	Buy	+233	New	+$213K	0.18%	84