Number of Shares
2,901.00
Current Holdings Value*
$2.74 Mil
% of Portfolio
0.77%
Total Estimate Gain
$654,614.44
% of Total Estimate Gain
29.96%

Drake & Associates, LLC's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Drake & Associates, LLC held 2,901.00 shares of Costco Wholesale Corp(COST), totaling $2.74 Mil. This investment constitutes 0.77% of their stock portfolio, and Drake & Associates, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2023Q2. And since then Drake & Associates, LLC has made 5 purchases of COST, at an average price of $710.21, for a total of 3,077.00 shares. In addition, there have been 3 sales at an average price of $615.43 for 176.00 shares. Based on historical transaction data and COST's current price of $941.61, Drake & Associates, LLC's estimated gain on his COST holdings is $654,614.44, reflecting a 29.96% gain to date.

Drake & Associates, LLC COST ($941.61) Holding Chart

Drake & Associates, LLC COST ($941.61) 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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