Wagner Wealth Management (South Carolina)’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $311K | Buy |
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|
2025
Q3 | $305K | Hold |
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|
2025
Q2 | $326K | Buy |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $298K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $97K | Buy |
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|
2022
Q2 | $89K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $102K | Buy |
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|
2021
Q3 | $81K | Sell |
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|
2021
Q2 | $77K | Buy |
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|
2021
Q1 | $68K | Buy |
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|
2018
Q3 | $256K | Buy |
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|
2018
Q2 | $207K | Hold |
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|
2018
Q1 | $186K | Buy |
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|
2017
Q4 | $161K | Buy |
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