Number of Shares
15,619.00
Current Holdings Value*
$14.77 Mil
% of Portfolio
2.77%
Total Estimate Gain
$11.07 Mil
% of Total Estimate Gain
140.85%

Elk River Wealth Management, LLC's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Elk River Wealth Management, LLC held 15,619.00 shares of Costco Wholesale Corp(COST), totaling $14.77 Mil. This investment constitutes 2.77% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2020Q4. And since then Elk River Wealth Management, LLC has made 11 purchases of COST, at an average price of $396.03, for a total of 19,844.00 shares. In addition, there have been 6 sales at an average price of $812.04 for 4,225.00 shares. Based on historical transaction data and COST's current price of $992.18, Elk River Wealth Management, LLC's estimated gain on his COST holdings is $11.07 Mil, reflecting a 140.85% gain to date.

Elk River Wealth Management, LLC COST ($992.18) Holding Chart

Elk River Wealth Management, LLC COST ($992.18) 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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