Wells Trecaso Financial Group’s Costco COST Stock Holding History

Wells Trecaso Financial Group’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$344K	Hold
2025 Q1	$329K	Sell
2024 Q4	$338K	Hold
2024 Q3	$327K	Buy
2024 Q2	$296K	Sell
2024 Q1	$268K	Buy
2023 Q4	$236K	Hold
2023 Q3	$202K	Sell
2023 Q2	$208K	Buy