Syntegra Private Wealth Group’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$583K Buy
589
+131
+29% +$130K 0.06% 79
2025
Q1
$433K Buy
458
+7
+2% +$6.62K 0.05% 93
2024
Q4
$413K Buy
451
+165
+58% +$151K 0.05% 94
2024
Q3
$254K Sell
286
-10
-3% -$8.87K 0.03% 134
2024
Q2
$252K Buy
+296
New +$252K 0.03% 125