Copia Wealth Management COST Holdings History
Copia Wealth Management's Costco Wholesale Corp Holding Summary
As of 2025-03-31, Copia Wealth Management held 712.00 shares of Costco Wholesale Corp(COST), totaling $673,400.00. This investment constitutes 0.62% of their stock portfolio, and Copia Wealth Management now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2024Q4. And since then Copia Wealth Management has made 1 purchases of COST, at an average price of $948.18, for a total of 712.00 shares. Based on historical transaction data and COST's current price of $953.91, Copia Wealth Management's estimated gain on his COST holdings is $4,076.76, reflecting a 0.60% gain to date.
Copia Wealth Management COST ($953.91) Holding Chart
Copia Wealth Management COST ($953.91) 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 % | |||
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