BKM Wealth Management, LLC COST Holdings History
BKM Wealth Management, LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, BKM Wealth Management, LLC held 2,605.00 shares of Costco Wholesale Corp(COST), totaling $2.46 Mil. This investment constitutes 1.01% of their stock portfolio, and BKM Wealth Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2023Q4. And since then BKM Wealth Management, LLC has made 3 purchases of COST, at an average price of $688.67, for a total of 2,784.00 shares. In addition, there have been 2 sales at an average price of $892.68 for 179.00 shares. Based on historical transaction data and COST's current price of $947.56, BKM Wealth Management, LLC's estimated gain on his COST holdings is $710,926.69, reflecting a 37.08% gain to date.
BKM Wealth Management, LLC COST ($947.56) Holding Chart
BKM Wealth Management, LLC COST ($947.56) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
