Symphony Financial 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	$535K	Hold	539	–	–	0.32%	42
2025 Q1	$510K	Sell	539 -14	-3%	-$13.2K	0.33%	43
2024 Q4	$510K	Sell	553 -311	-36%	-$287K	0.41%	43
2024 Q3	$490K	Buy	864 +312	+57%	+$177K	0.42%	41
2024 Q2	$760K	Buy	+552	New	+$760K	0.65%	28