Summit Investment Advisory Services’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$364K	Buy	+367	New	+$364K	0.31%	45
2024 Q3	–	Sell	-263	Closed	-$223K	–	81
2024 Q2	$223K	Buy	+263	New	+$223K	0.26%	40