Asset Planning,Inc COST Holdings History
Number of Shares
7,432.00
Current Holdings Value*
$7.03 Mil
% of Portfolio
5.57%
Total Estimate Gain
$341,156.36
% of Total Estimate Gain
4.90%
Asset Planning,Inc's Costco Wholesale Corp Holding Summary
As of 2025-03-31, Asset Planning,Inc held 7,432.00 shares of Costco Wholesale Corp(COST), totaling $7.03 Mil. This investment constitutes 5.57% of their stock portfolio, and Asset Planning,Inc now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $974.97 for 60.00 shares. Based on historical transaction data and COST's current price of $974.21, Asset Planning,Inc's estimated gain on his COST holdings is $341,156.36, reflecting a 4.90% gain to date.
Asset Planning,Inc COST ($974.21) Holding Chart
Asset Planning,Inc COST ($974.21) 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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