Badgley Phelps Wealth Managers, LLC COST Holdings History
Badgley Phelps Wealth Managers, LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, Badgley Phelps Wealth Managers, LLC held 91,973.00 shares of Costco Wholesale Corp(COST), totaling $86.99 Mil. This investment constitutes 2.1% of their stock portfolio, and Badgley Phelps Wealth Managers, LLC now holds 0.02% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2021Q3. And since then Badgley Phelps Wealth Managers, LLC has made 7 purchases of COST, at an average price of $472.37, for a total of 101,918.00 shares. In addition, there have been 7 sales at an average price of $784.18 for 9,945.00 shares. Based on historical transaction data and COST's current price of $967.68, Badgley Phelps Wealth Managers, LLC's estimated gain on his COST holdings is $48.66 Mil, reflecting a 101.07% gain to date.
Badgley Phelps Wealth Managers, LLC COST ($967.68) Holding Chart
Badgley Phelps Wealth Managers, LLC COST ($967.68) 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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