SAG
SageView Advisory Group’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Buy |
5,413
+78
| +1% | +$72.9K | 0.19% | 55 |
|
|
2025
Q1 | $5.05M | Sell |
5,335
-21
| -0.4% | -$19.9K | 0.22% | 52 |
|
|
2024
Q4 | $4.91M | Buy |
5,356
+353
| +7% | +$323K | 0.21% | 59 |
|
|
2024
Q3 | $4.44M | Sell |
5,003
-896
| -15% | -$794K | 0.23% | 60 |
|
|
2024
Q2 | $5.01M | Buy |
5,899
+647
| +12% | +$550K | 0.23% | 54 |
|
|
2024
Q1 | $3.85M | Sell |
5,252
-1,010
| -16% | -$740K | 0.19% | 65 |
|
|
2023
Q4 | $4.39M | Buy |
6,262
+1,540
| +33% | +$1.08M | 0.19% | 68 |
|
|
2023
Q3 | $2.67M | Sell |
4,722
-81
| -2% | -$45.8K | 0.15% | 87 |
|
|
2023
Q2 | $2.59M | Buy |
4,803
+615
| +15% | +$331K | 0.14% | 95 |
|
|
2023
Q1 | $2.08M | Buy |
4,188
+2,544
| +155% | +$1.26M | 0.13% | 111 |
|
|
2022
Q4 | $751K | Buy |
+1,644
| New | +$751K | 0.06% | 188 |
|