Cyndeo Wealth Partners’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.57M Sell
2025
Q2
$5.19M Buy
2025
Q1
$4.91M Buy
2024
Q4
$4.74M Buy
2024
Q3
$3.87M Buy
2024
Q2
$2.81M Sell
2024
Q1
$8M Buy
2023
Q4
$6.84M Buy
2023
Q3
$3.26M Buy
2023
Q2
$3.09M Sell
2023
Q1
$2.98M Buy
2022
Q4
$2.36M Buy