Waller Financial Planning Group’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-297	Closed	-$281K	–	72
2025 Q1	$281K	Buy	+297	New	+$281K	0.08%	62