Number of Shares
11,124.00
Current Holdings Value*
$10.52 Mil
% of Portfolio
7.18%
Total Estimate Gain
$7.35 Mil
% of Total Estimate Gain
123.79%

Bradley & Co. Private Wealth Management, LLC's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Bradley & Co. Private Wealth Management, LLC held 11,124.00 shares of Costco Wholesale Corp(COST), totaling $10.52 Mil. This investment constitutes 7.18% of their stock portfolio, and Bradley & Co. Private Wealth Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2021Q1. And since then Bradley & Co. Private Wealth Management, LLC has made 6 purchases of COST, at an average price of $380.84, for a total of 15,584.00 shares. In addition, there have been 9 sales at an average price of $629.45 for 4,460.00 shares. Based on historical transaction data and COST's current price of $941.61, Bradley & Co. Private Wealth Management, LLC's estimated gain on his COST holdings is $7.35 Mil, reflecting a 123.79% gain to date.

Bradley & Co. Private Wealth Management, LLC COST ($941.61) Holding Chart

Bradley & Co. Private Wealth Management, LLC 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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