Number of Shares
6,720.00
Current Holdings Value*
$6.65 Mil
% of Portfolio
3.24%
Total Estimate Gain
$4.78 Mil
% of Total Estimate Gain
180.23%

BELLEVUE ASSET MANAGEMENT, LLC's Costco Wholesale Corp Holding Summary

As of 2025-06-30, BELLEVUE ASSET MANAGEMENT, LLC held 6,720.00 shares of Costco Wholesale Corp(COST), totaling $6.65 Mil. This investment constitutes 3.24% of their stock portfolio, and BELLEVUE ASSET MANAGEMENT, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2019Q4. And since then BELLEVUE ASSET MANAGEMENT, LLC has made 4 purchases of COST, at an average price of $302.67, for a total of 8,765.00 shares. In addition, there have been 17 sales at an average price of $542.54 for 2,045.00 shares. Based on historical transaction data and COST's current price of $941.19, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his COST holdings is $4.78 Mil, reflecting a 180.23% gain to date.

BELLEVUE ASSET MANAGEMENT, LLC COST ($941.19) Holding Chart

BELLEVUE ASSET MANAGEMENT, LLC COST ($941.19) 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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