Number of Shares
4,111.00
Current Holdings Value*
$3.77 Mil
% of Portfolio
2.35%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
60.37%

Capstone Triton Financial Group, LLC's Costco Wholesale Corp Holding Summary

As of 2024-12-31, Capstone Triton Financial Group, LLC held 4,111.00 shares of Costco Wholesale Corp(COST), totaling $3.77 Mil. This investment constitutes 2.35% of their stock portfolio, and Capstone Triton Financial Group, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2020Q4. And since then Capstone Triton Financial Group, LLC has made 11 purchases of COST, at an average price of $495.00, for a total of 6,516.00 shares. In addition, there have been 5 sales at an average price of $554.54 for 2,405.00 shares. Based on historical transaction data and COST's current price of $933.80, Capstone Triton Financial Group, LLC's estimated gain on his COST holdings is $1.95 Mil, reflecting a 60.37% gain to date.

Capstone Triton Financial Group, LLC COST ($933.80) Holding Chart

Capstone Triton Financial Group, LLC COST ($933.80) 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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