Number of Shares
35,454.00
Current Holdings Value*
$33.53 Mil
% of Portfolio
2.22%
Total Estimate Gain
$29.97 Mil
% of Total Estimate Gain
277.63%

BAR HARBOR WEALTH MANAGEMENT's Costco Wholesale Corp Holding Summary

As of 2025-03-31, BAR HARBOR WEALTH MANAGEMENT held 35,454.00 shares of Costco Wholesale Corp(COST), totaling $33.53 Mil. This investment constitutes 2.22% of their stock portfolio, and BAR HARBOR WEALTH MANAGEMENT now holds 0.01% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2015Q1. And since then BAR HARBOR WEALTH MANAGEMENT has made 17 purchases of COST, at an average price of $236.11, for a total of 45,724.00 shares. In addition, there have been 17 sales at an average price of $544.48 for 10,270.00 shares. Based on historical transaction data and COST's current price of $992.18, BAR HARBOR WEALTH MANAGEMENT's estimated gain on his COST holdings is $29.97 Mil, reflecting a 277.63% gain to date.

BAR HARBOR WEALTH MANAGEMENT COST ($992.18) Holding Chart

BAR HARBOR WEALTH MANAGEMENT COST ($992.18) 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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