BARLOW WEALTH PARTNERS, INC. COST Holdings History
Number of Shares
33,473.00
Current Holdings Value*
$32.71 Mil
% of Portfolio
4.3%
Total Estimate Gain
$10.83 Mil
% of Total Estimate Gain
52.33%
BARLOW WEALTH PARTNERS, INC.'s Costco Wholesale Corp Holding Summary
As of 2025-03-31, BARLOW WEALTH PARTNERS, INC. held 33,473.00 shares of Costco Wholesale Corp(COST), totaling $32.71 Mil. This investment constitutes 4.3% of their stock portfolio, and BARLOW WEALTH PARTNERS, INC. now holds 0.01% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2023Q4. And since then BARLOW WEALTH PARTNERS, INC. has made 5 purchases of COST, at an average price of $618.15, for a total of 33,473.00 shares. Based on historical transaction data and COST's current price of $941.61, BARLOW WEALTH PARTNERS, INC.'s estimated gain on his COST holdings is $10.83 Mil, reflecting a 52.33% gain to date.
BARLOW WEALTH PARTNERS, INC. COST ($941.61) Holding Chart
BARLOW WEALTH PARTNERS, INC. COST ($941.61) 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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