Number of Shares
6,160.00
Current Holdings Value*
$5.64 Mil
% of Portfolio
4.21%
Total Estimate Gain
$6.57 Mil
% of Total Estimate Gain
70.20%

Householder Group Estate & Retirement Specialist, LLC's Costco Wholesale Corp Holding Summary

As of 2024-12-31, Householder Group Estate & Retirement Specialist, LLC held 6,160.00 shares of Costco Wholesale Corp(COST), totaling $5.64 Mil. This investment constitutes 4.21% of their stock portfolio, and Householder Group Estate & Retirement Specialist, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2022Q1. And since then Householder Group Estate & Retirement Specialist, LLC has made 5 purchases of COST, at an average price of $526.02, for a total of 17,790.00 shares. In addition, there have been 6 sales at an average price of $849.34 for 11,630.00 shares. Based on historical transaction data and COST's current price of $982.09, Householder Group Estate & Retirement Specialist, LLC's estimated gain on his COST holdings is $6.57 Mil, reflecting a 70.20% gain to date.

Householder Group Estate & Retirement Specialist, LLC COST ($982.09) Holding Chart

Householder Group Estate & Retirement Specialist, LLC COST ($982.09) 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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