Wharton Business 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	$259K	Buy	+261	New	+$259K	0.01%	123
2020 Q2	–	Sell	-808	Closed	-$230K	–	115
2020 Q1	$230K	Buy	808 +108	+15%	+$30.7K	0.03%	91
2019 Q4	$206K	Buy	+700	New	+$206K	0.02%	116