Number of Shares
33,581.00
Current Holdings Value*
$33.24 Mil
% of Portfolio
3.58%
Total Estimate Gain
$13.72 Mil
% of Total Estimate Gain
38.87%

Clarity Financial LLC's Costco Wholesale Corp Holding Summary

As of 2025-06-30, Clarity Financial LLC held 33,581.00 shares of Costco Wholesale Corp(COST), totaling $33.24 Mil. This investment constitutes 3.58% of their stock portfolio, and Clarity Financial LLC now holds 0.01% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2020Q4. And since then Clarity Financial LLC has made 13 purchases of COST, at an average price of $552.61, for a total of 63,871.00 shares. In addition, there have been 5 sales at an average price of $563.88 for 30,290.00 shares. Based on historical transaction data and COST's current price of $950.95, Clarity Financial LLC's estimated gain on his COST holdings is $13.72 Mil, reflecting a 38.87% gain to date.

Clarity Financial LLC COST ($950.95) Holding Chart

Clarity Financial 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 %

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