Symphony Financial’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 | $5.65M | Sell |
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|
2025
Q2 | $5.94M | Buy |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $5.48M | Sell |
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|
2024
Q3 | $6.14M | Buy |
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|
2024
Q2 | $5.62M | Buy |
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|
2024
Q1 | $3.81M | Sell |
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|
2023
Q4 | $4.31M | Buy |
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|
2023
Q3 | $3.33M | Buy |
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|
2023
Q2 | $3.02M | Sell |
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|
2023
Q1 | $3.01M | Sell |
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|
2022
Q4 | $3.26M | Sell |
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|
2022
Q3 | $4.84M | Buy |
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|
2022
Q2 | $4.66M | Sell |
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|
2022
Q1 | $6.33M | Buy |
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|
2021
Q4 | $4.62M | Buy |
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|
2021
Q3 | $3.66M | Buy |
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|
2021
Q2 | $3.19M | Sell |
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|
2021
Q1 | $3.37M | Sell |
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|
2020
Q4 | $5.17M | Buy |
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|
2020
Q3 | $4.06M | Sell |
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|
2020
Q2 | $3.56M | Buy |
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|
2020
Q1 | $2.5M | Buy |
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