Summit Financial Wealth Advisors’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 | $751K | Buy |
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|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $341K | Hold |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $227K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2K | Hold |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $3K | Hold |
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|
2014
Q4 | $3K | Buy |
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