Number of Shares
143,730.00
Current Holdings Value*
$104.10 Mil
% of Portfolio
2.87%
Total Estimate Gain
$66.99 Mil
% of Total Estimate Gain
76.82%

Connectus Wealth, LLC's Costco Wholesale Corp Holding Summary

As of 2024-03-31, Connectus Wealth, LLC held 143,730.00 shares of Costco Wholesale Corp(COST), totaling $104.10 Mil. This investment constitutes 2.87% of their stock portfolio, and Connectus Wealth, LLC now holds 0.03% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2021Q1. And since then Connectus Wealth, LLC has made 3 purchases of COST, at an average price of $505.38, for a total of 172,556.00 shares. In addition, there have been 7 sales at an average price of $607.74 for 28,826.00 shares. Based on historical transaction data and COST's current price of $950.95, Connectus Wealth, LLC's estimated gain on his COST holdings is $66.99 Mil, reflecting a 76.82% gain to date.

Connectus Wealth, LLC COST ($950.95) Holding Chart

Connectus Wealth, 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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