Synergy Asset Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
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|
2025
Q1 | $3.69M | Sell |
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|
2024
Q4 | $6.68M | Buy |
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|
2024
Q3 | $3.03M | Sell |
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|
2024
Q2 | $2.91M | Sell |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $2.19M | Sell |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $1.74M | Sell |
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|
2022
Q4 | $1.63M | Buy |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $7.81M | Sell |
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|
2021
Q4 | $9.71M | Buy |
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|
2021
Q3 | $1.36M | Sell |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $3.39M | Buy |
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|
2020
Q4 | $1.8M | Buy |
|