Summit Financial Strategies’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 | $366K | Buy |
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|
2025
Q2 | $354K | Buy |
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|
2025
Q1 | $334K | Hold |
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|
2024
Q4 | $323K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $337K | Buy |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $228K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $222K | Buy |
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