Number of Shares
11,139.00
Current Holdings Value*
$10.54 Mil
% of Portfolio
6.43%
Total Estimate Gain
$135,784.56
% of Total Estimate Gain
1.31%

Chokshi & Queen Wealth Advisors, Inc's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Chokshi & Queen Wealth Advisors, Inc held 11,139.00 shares of Costco Wholesale Corp(COST), totaling $10.54 Mil. This investment constitutes 6.43% of their stock portfolio, and Chokshi & Queen Wealth Advisors, Inc now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2024Q4. And since then Chokshi & Queen Wealth Advisors, Inc has made 1 purchases of COST, at an average price of $929.00, for a total of 11,139.00 shares. Based on historical transaction data and COST's current price of $941.19, Chokshi & Queen Wealth Advisors, Inc's estimated gain on his COST holdings is $135,784.56, reflecting a 1.31% gain to date.

Chokshi & Queen Wealth Advisors, Inc COST ($941.19) Holding Chart

Chokshi & Queen Wealth Advisors, Inc COST ($941.19) 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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