Summit Financial’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2M | Sell |
|
|||||
|
2025
Q1 | $26.2M | Sell |
|
|||||
|
2024
Q4 | $25.6M | Buy |
|
|||||
|
2024
Q3 | $23.9M | Buy |
|
|||||
|
2024
Q2 | $19.6M | Buy |
|
|||||
|
2024
Q1 | $11.6M | Sell |
|
|||||
|
2023
Q4 | $13.6M | Buy |
|
|||||
|
2023
Q3 | $10.5M | Buy |
|
|||||
|
2023
Q2 | $8.34M | Buy |
|
|||||
|
2023
Q1 | $2.18M | Buy |
|
|||||
|
2022
Q4 | $1.96M | Sell |
|
|||||
|
2022
Q3 | $2.87M | Buy |
|
|||||
|
2022
Q2 | $2.56M | Buy |
|
|||||
|
2022
Q1 | $2.69M | Buy |
|
|||||
|
2021
Q4 | $2.32M | Buy |
|
|||||
|
2021
Q3 | $1.33M | Buy |
|
|||||
|
2021
Q2 | $544K | Buy |
|