SFS
Summit Financial Strategies’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
358
+5
| +1% | +$4.95K | 0.03% | 112 |
|
|
2025
Q1 | $334K | Hold |
353
| – | – | 0.03% | 108 |
|
|
2024
Q4 | $323K | Sell |
353
-5
| -1% | -$4.58K | 0.04% | 111 |
|
|
2024
Q3 | $317K | Sell |
358
-39
| -10% | -$34.6K | 0.04% | 115 |
|
|
2024
Q2 | $337K | Buy |
397
+13
| +3% | +$11.1K | 0.04% | 107 |
|
|
2024
Q1 | $281K | Sell |
384
-19
| -5% | -$13.9K | 0.04% | 115 |
|
|
2023
Q4 | $266K | Sell |
403
-1
| -0.2% | -$660 | 0.04% | 117 |
|
|
2023
Q3 | $228K | Buy |
+404
| New | +$228K | 0.04% | 111 |
|
|
2022
Q1 | – | Sell |
-504
| Closed | -$286K | – | 122 |
|
|
2021
Q4 | $286K | Buy |
504
+10
| +2% | +$5.68K | 0.06% | 94 |
|
|
2021
Q3 | $222K | Buy |
+494
| New | +$222K | 0.04% | 106 |
|