Summit Financial Strategies’s Costco COST Stock Holding History

Summit Financial Strategies’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$354K	Buy
2025 Q1	$334K	Hold
2024 Q4	$323K	Sell
2024 Q3	$317K	Sell
2024 Q2	$337K	Buy
2024 Q1	$281K	Sell
2023 Q4	$266K	Sell
2023 Q3	$228K	Buy
2022 Q1	–	Sell
2021 Q4	$286K	Buy
2021 Q3	$222K	Buy