Number of Shares
7,376.00
Current Holdings Value*
$6.95 Mil
% of Portfolio
4.63%
Total Estimate Gain
$3.14 Mil
% of Total Estimate Gain
33.14%

Carroll Investors, Inc's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Carroll Investors, Inc held 7,376.00 shares of Costco Wholesale Corp(COST), totaling $6.95 Mil. This investment constitutes 4.63% of their stock portfolio, and Carroll Investors, Inc now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2022Q1. And since then Carroll Investors, Inc has made 7 purchases of COST, at an average price of $569.48, for a total of 16,619.00 shares. In addition, there have been 6 sales at an average price of $580.48 for 9,243.00 shares. Based on historical transaction data and COST's current price of $980.91, Carroll Investors, Inc's estimated gain on his COST holdings is $3.14 Mil, reflecting a 33.14% gain to date.

Carroll Investors, Inc COST ($980.91) Holding Chart

Carroll Investors, Inc COST ($980.91) 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