Worth Financial Advisory Group’s Costco COST Stock Holding History

Worth Financial Advisory Group’s Portfolio COST Stock Details COST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$426K	Sell
2025 Q3	$500K	Sell
2025 Q2	$562K	Buy
2025 Q1	$407K	Buy
2024 Q4	$259K	Sell
2024 Q3	$325K	Buy
2024 Q2	$210K	Buy