Willner & Heller’s Costco COST Stock Holding History

Willner & Heller’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$572K	Buy
2025 Q2	$550K	Hold
2025 Q1	$525K	Sell
2024 Q4	$517K	Sell
2024 Q3	$503K	Buy
2024 Q2	$376K	Buy
2024 Q1	$313K	Sell
2023 Q4	$298K	Buy