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Whipplewood Advisors’s Costco COST Stock Holding History

Whipplewood Advisors’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$260K Sell
263
-96
-27% -$95K 0.14% 140
2025
Q1 		$231K Buy
359
+115
+47% +$73.9K 0.14% 141
2024
Q4 		$224K Buy
+244
New +$224K 0.13% 147