EverSource Wealth Advisors, LLC COST Holdings History
EverSource Wealth Advisors, LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 6,051.00 shares of Costco Wholesale Corp(COST), totaling $5.72 Mil. This investment constitutes 0.32% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2021Q4. And since then EverSource Wealth Advisors, LLC has made 11 purchases of COST, at an average price of $576.46, for a total of 10,836.00 shares. In addition, there have been 2 sales at an average price of $966.18 for 4,785.00 shares. Based on historical transaction data and COST's current price of $950.95, EverSource Wealth Advisors, LLC's estimated gain on his COST holdings is $4.13 Mil, reflecting a 66.13% gain to date.
EverSource Wealth Advisors, LLC COST ($950.95) Holding Chart
EverSource Wealth Advisors, 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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