Number of Shares
1,120.00
Current Holdings Value*
$1.06 Mil
% of Portfolio
0.36%
Total Estimate Gain
$7.39 Mil
% of Total Estimate Gain
9.01%

Financial Perspectives, Inc's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Financial Perspectives, Inc held 1,120.00 shares of Costco Wholesale Corp(COST), totaling $1.06 Mil. This investment constitutes 0.36% of their stock portfolio, and Financial Perspectives, Inc now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 11 purchases of COST, at an average price of $349.06, for a total of 234,978.00 shares. In addition, there have been 3 sales at an average price of $377.79 for 233,858.00 shares. Based on historical transaction data and COST's current price of $950.95, Financial Perspectives, Inc's estimated gain on his COST holdings is $7.39 Mil, reflecting a 9.01% gain to date.

Financial Perspectives, Inc COST ($950.95) Holding Chart

Financial Perspectives, Inc 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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