Whalen Wealth Management’s Costco COST Stock Holding History

Whalen Wealth Management’s Portfolio COST Stock Details COST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$985K	Buy
2025 Q2	$810K	Buy
2025 Q1	$753K	Sell
2024 Q4	$739K	Buy
2024 Q3	$713K	Sell
2024 Q2	$687K	Sell
2024 Q1	$1.17M	Hold
2023 Q4	$1.06M	Buy