Summit Wealth Group’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-25
Closed -$10K 82
2021
Q2
$10K Sell
25
-169
-87% -$67.6K 0.01% 102
2021
Q1
$68K Buy
+194
New +$68K 0.11% 36