Synergy Investment Management’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-44	Closed	-$41.6K	–	165
2025 Q1	$41.6K	Buy	44 +10	+29%	+$9.46K	0.02%	249
2024 Q4	$31.2K	Buy	+34	New	+$31.2K	0.01%	280