Kerntke Otto McGlone Wealth Management Group’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 | $271K | Buy |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $269K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $262K | Sell |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $242K | Buy |
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|
2020
Q1 | $216K | Buy |
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|
2019
Q4 | $212K | Buy |
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