Summit Wealth & Retirement Planning’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $565K | Hold |
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|
2025
Q2 | $604K | Buy |
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|
2025
Q1 | $563K | Buy |
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|
2024
Q4 | $483K | Buy |
|
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $548K | Sell |
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|
2022
Q4 | $692K | Buy |
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|
2022
Q3 | $687K | Buy |
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