Corient Private Wealth LLC COST Holdings History
Corient Private Wealth LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, Corient Private Wealth LLC held 1.23 Mil shares of Costco Wholesale Corp(COST), totaling $1.16 Bil. This investment constitutes 1.9% of their stock portfolio, and Corient Private Wealth LLC now holds 0.28% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 5 purchases of COST, at an average price of $571.04, for a total of 1.43 Mil shares. In addition, there have been 4 sales at an average price of $942.14 for 206,513.00 shares. Based on historical transaction data and COST's current price of $941.19, Corient Private Wealth LLC's estimated gain on his COST holdings is $530.91 Mil, reflecting a 64.84% gain to date.
Corient Private Wealth LLC COST ($941.19) Holding Chart
Corient Private Wealth LLC 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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