XY Planning Network’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$550K	Buy	+555	New	+$550K	0.19%	103
2025 Q1	–	Sell	-368	Closed	-$338K	–	106
2024 Q4	$338K	Buy	+368	New	+$338K	0.25%	72