WAG
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Wallace Advisory Group’s Costco COST Stock Holding History

Wallace Advisory 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 		$247K Hold
261
– – 0.18% 154
2025
Q1 		$239K Buy
261
+8
+3% +$7.33K 0.17% 158
2024
Q4 		$224K Buy
+253
New +$224K 0.16% 163