WAG
Wiser Advisor Group’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-164
| Closed | -$155K | – | 85 |
|
|
2025
Q1 | $155K | Buy |
164
+14
| +9% | +$13.2K | 0.23% | 54 |
|
|
2024
Q4 | $137K | Hold |
150
| – | – | 0.2% | 58 |
|
|
2024
Q3 | $133K | Hold |
150
| – | – | 0.2% | 61 |
|
|
2024
Q2 | $127K | Buy |
150
+2
| +1% | +$1.69K | 0.2% | 58 |
|
|
2024
Q1 | $109K | Buy |
148
+2
| +1% | +$1.48K | 0.17% | 61 |
|
|
2023
Q4 | $96.7K | Buy |
+146
| New | +$96.7K | 0.16% | 60 |
|