Number of Shares
6,902.00
Current Holdings Value*
$6.53 Mil
% of Portfolio
3.69%
Total Estimate Gain
$2.15 Mil
% of Total Estimate Gain
36.76%

Fairfield Financial Advisors, LTD's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Fairfield Financial Advisors, LTD held 6,902.00 shares of Costco Wholesale Corp(COST), totaling $6.53 Mil. This investment constitutes 3.69% of their stock portfolio, and Fairfield Financial Advisors, LTD now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2022Q1. And since then Fairfield Financial Advisors, LTD has made 4 purchases of COST, at an average price of $607.80, for a total of 9,620.00 shares. In addition, there have been 6 sales at an average price of $527.11 for 2,718.00 shares. Based on historical transaction data and COST's current price of $950.95, Fairfield Financial Advisors, LTD's estimated gain on his COST holdings is $2.15 Mil, reflecting a 36.76% gain to date.

Fairfield Financial Advisors, LTD COST ($950.95) Holding Chart

Fairfield Financial Advisors, LTD 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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