Financial Synergies Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23
| Closed | -$17.1K | – | 143 |
|
|
2024
Q1 | $17.1K | Buy |
23
+18
| +360% | +$13.4K | ﹤0.01% | 210 |
|
|
2023
Q4 | $2.28K | Hold |
5
| – | – | ﹤0.01% | 241 |
|
|
2023
Q3 | $2.83K | Hold |
5
| – | – | ﹤0.01% | 286 |
|
|
2023
Q2 | $2.69K | Hold |
5
| – | – | ﹤0.01% | 282 |
|
|
2023
Q1 | $2.49K | Hold |
5
| – | – | ﹤0.01% | 288 |
|
|
2022
Q4 | $2.28K | Hold |
5
| – | – | ﹤0.01% | 241 |
|
|
2022
Q3 | $2.36K | Hold |
5
| – | – | ﹤0.01% | 216 |
|
|
2022
Q2 | $2.4K | Buy |
+5
| New | +$2.4K | ﹤0.01% | 222 |
|