Summit Wealth Partners’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$286K	Sell	289 -2	-0.7%	-$1.98K	0.05%	180
2025 Q1	$275K	Sell	291 -10	-3%	-$9.46K	0.06%	180
2024 Q4	$276K	Buy	301 +59	+24%	+$54.1K	0.06%	172
2024 Q3	$215K	Hold	242	–	–	0.04%	223
2024 Q2	$206K	Buy	+242	New	+$206K	0.04%	216