1919 Socially Responsive Balanced Fund COST Holdings History
1919 Socially Responsive Balanced Fund's Costco Wholesale Corp Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 17,131.00 shares of Costco Wholesale Corp(COST), totaling $11.31 Mil. This investment constitutes 2.21% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2020Q1. And since then 1919 Socially Responsive Balanced Fund has made 6 purchases of COST, at an average price of $322.34, for a total of 24,410.00 shares. In addition, there have been 4 sales at an average price of $531.10 for 7,279.00 shares. Based on historical transaction data and COST's current price of $944.45, 1919 Socially Responsive Balanced Fund's estimated gain on his COST holdings is $12.18 Mil, reflecting a 154.76% gain to date.
1919 Socially Responsive Balanced Fund COST ($944.45) Holding Chart
1919 Socially Responsive Balanced Fund COST ($944.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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