Whitaker-Myers Wealth Managers’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$760K Buy
768
+97
+14% +$96K 0.19% 52
2025
Q1
$635K Buy
671
+142
+27% +$134K 0.18% 53
2024
Q4
$485K Buy
529
+120
+29% +$110K 0.14% 60
2024
Q3
$362K Buy
+409
New +$362K 0.12% 75