Financial Synergies Wealth Advisors’s Costco COST Stock Holding History

Financial Synergies Wealth Advisors’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	$2.77M	Buy
2024 Q2	–	Sell
2024 Q1	$17.1K	Buy
2023 Q4	$2.28K	Hold
2023 Q3	$2.83K	Hold
2023 Q2	$2.69K	Hold
2023 Q1	$2.48K	Hold
2022 Q4	$2.28K	Hold
2022 Q3	$2.36K	Hold
2022 Q2	$2.4K	Buy