Number of Shares
16,982.00
Current Holdings Value*
$16.06 Mil
% of Portfolio
4.95%
Total Estimate Gain
$13.25 Mil
% of Total Estimate Gain
125.81%

Haverford Financial Services, Inc.'s Costco Wholesale Corp Holding Summary

As of 2025-03-31, Haverford Financial Services, Inc. held 16,982.00 shares of Costco Wholesale Corp(COST), totaling $16.06 Mil. This investment constitutes 4.95% of their stock portfolio, and Haverford Financial Services, Inc. now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2020Q2. And since then Haverford Financial Services, Inc. has made 7 purchases of COST, at an average price of $379.29, for a total of 27,773.00 shares. In addition, there have been 13 sales at an average price of $726.83 for 10,791.00 shares. Based on historical transaction data and COST's current price of $938.85, Haverford Financial Services, Inc.'s estimated gain on his COST holdings is $13.25 Mil, reflecting a 125.81% gain to date.

Haverford Financial Services, Inc. COST ($938.85) Holding Chart

Haverford Financial Services, Inc. COST ($938.85) 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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