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Summit Investment Advisors’s Costco COST Stock Holding History

Summit Investment Advisors’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$349K Buy
366
+2
+0.5% +$1.91K 0.29% 45
2025
Q1 		$368K Hold
364
– – 0.33% 44
2024
Q4 		$392K Buy
+364
New +$392K 0.35% 39