Worth Financial Advisory 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	$562K	Buy	567 +137	+32%	+$136K	0.34%	70
2025 Q1	$407K	Buy	430 +148	+52%	+$140K	0.26%	96
2024 Q4	$259K	Sell	282 -85	-23%	-$77.9K	0.16%	130
2024 Q3	$325K	Buy	367 +120	+49%	+$106K	0.19%	113
2024 Q2	$210K	Buy	+247	New	+$210K	0.14%	140