HFR Wealth Management, LLC COST Holdings History
HFR Wealth Management, LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, HFR Wealth Management, LLC held 18,832.00 shares of Costco Wholesale Corp(COST), totaling $17.81 Mil. This investment constitutes 4.34% of their stock portfolio, and HFR Wealth Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2021Q2. And since then HFR Wealth Management, LLC has made 4 purchases of COST, at an average price of $381.30, for a total of 26,565.00 shares. In addition, there have been 10 sales at an average price of $547.62 for 7,733.00 shares. Based on historical transaction data and COST's current price of $941.61, HFR Wealth Management, LLC's estimated gain on his COST holdings is $11.84 Mil, reflecting a 116.87% gain to date.
HFR Wealth Management, LLC COST ($941.61) Holding Chart
HFR Wealth Management, LLC COST ($941.61) 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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