SPWG
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Sage Private Wealth Group’s Costco COST Stock Holding History

Sage Private Wealth 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
Q2 		$398K Buy
402
+77
+24% +$76.3K 0.26% 55
2025
Q1 		$308K Buy
325
+3
+0.9% +$2.84K 0.23% 67
2024
Q4 		$295K Sell
322
-15
-4% -$13.8K 0.22% 67
2024
Q3 		$299K Hold
337
– – 0.24% 71
2024
Q2 		$287K Buy
+337
New +$287K 0.24% 69