SFWA
Summit Financial Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $373K | Buy |
394
+13
| +3% | +$12.3K | 0.07% | 105 |
|
|
2024
Q4 | $383K | Sell |
381
-20
| -5% | -$20.1K | 0.07% | 106 |
|
|
2024
Q3 | $355K | Hold |
401
| – | – | 0.07% | 103 |
|
|
2024
Q2 | $341K | Hold |
401
| – | – | 0.07% | 97 |
|
|
2024
Q1 | $294K | Buy |
401
+57
| +17% | +$41.8K | 0.06% | 103 |
|
|
2023
Q4 | $227K | Buy |
+344
| New | +$227K | 0.05% | 115 |
|
|
2015
Q4 | – | Sell |
-20
| Closed | -$2K | – | 136 |
|
|
2015
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 212 |
|
|
2015
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 258 |
|
|
2015
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 220 |
|
|
2014
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 226 |
|