NWMG
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National Wealth Management Group’s Costco COST Stock Holding History

National Wealth Management Group’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$747K Sell
790
-462
-37% -$437K 0.49% 49
2024
Q4 		$1.15M Buy
1,252
+1,014
+426% +$929K 0.76% 29
2024
Q3 		$211K Sell
238
-909
-79% -$807K 0.14% 133
2024
Q2 		$975K Buy
+1,147
New +$975K 0.74% 36