WLIM
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White Lighthouse Investment Management’s Costco COST Stock Holding History

White Lighthouse Investment Management’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 		$292K Sell
295
-1
-0.3% -$991 0.05% 113
2025
Q1 		$280K Sell
296
-18
-6% -$17K 0.05% 115
2024
Q4 		$288K Hold
314
– – 0.05% 113
2024
Q3 		$278K Buy
+314
New +$278K 0.05% 115