Foundation Wealth Management, LLC COST Holdings History
Foundation Wealth Management, LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, Foundation Wealth Management, LLC held 734.00 shares of Costco Wholesale Corp(COST), totaling $694,040.00. This investment constitutes 0.54% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2022Q4. In addition, there have been 5 sales at an average price of $848.07 for 300.00 shares. Based on historical transaction data and COST's current price of $970.33, Foundation Wealth Management, LLC's estimated gain on his COST holdings is $461,357.59, reflecting a 91.31% gain to date.
Foundation Wealth Management, LLC COST ($970.33) Holding Chart
Foundation Wealth Management, LLC COST ($970.33) 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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