CapWealth Advisors, LLC COST Holdings History
CapWealth Advisors, LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, CapWealth Advisors, LLC held 11,558.00 shares of Costco Wholesale Corp(COST), totaling $10.93 Mil. This investment constitutes 1.18% of their stock portfolio, and CapWealth Advisors, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2014Q1. And since then CapWealth Advisors, LLC has made 18 purchases of COST, at an average price of $226.22, for a total of 54,361.00 shares. In addition, there have been 12 sales at an average price of $372.69 for 42,803.00 shares. Based on historical transaction data and COST's current price of $950.95, CapWealth Advisors, LLC's estimated gain on his COST holdings is $14.65 Mil, reflecting a 119.09% gain to date.
CapWealth Advisors, LLC COST ($950.95) Holding Chart
CapWealth Advisors, LLC COST ($950.95) 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
