Cypress Advisory Group LLC COST Holdings History
Number of Shares
885.00
Current Holdings Value*
$837,020.00
% of Portfolio
0.76%
Total Estimate Gain
$44,474.10
% of Total Estimate Gain
3.37%
Cypress Advisory Group LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, Cypress Advisory Group LLC held 885.00 shares of Costco Wholesale Corp(COST), totaling $837,020.00. This investment constitutes 0.76% of their stock portfolio, and Cypress Advisory Group LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $974.97 for 535.00 shares. Based on historical transaction data and COST's current price of $950.95, Cypress Advisory Group LLC's estimated gain on his COST holdings is $44,474.10, reflecting a 3.37% gain to date.
Cypress Advisory Group LLC COST ($950.95) Holding Chart
Cypress Advisory Group 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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