Number of Shares
52,154.00
Current Holdings Value*
$49.33 Mil
% of Portfolio
3.91%
Total Estimate Gain
$25.24 Mil
% of Total Estimate Gain
95.63%

INVICTUS PRIVATE WEALTH, LLC's Costco Wholesale Corp Holding Summary

As of 2025-03-31, INVICTUS PRIVATE WEALTH, LLC held 52,154.00 shares of Costco Wholesale Corp(COST), totaling $49.33 Mil. This investment constitutes 3.91% of their stock portfolio, and INVICTUS PRIVATE WEALTH, LLC now holds 0.01% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2023Q1. And since then INVICTUS PRIVATE WEALTH, LLC has made 4 purchases of COST, at an average price of $493.83, for a total of 53,452.00 shares. In addition, there have been 5 sales at an average price of $795.79 for 1,298.00 shares. Based on historical transaction data and COST's current price of $970.33, INVICTUS PRIVATE WEALTH, LLC's estimated gain on his COST holdings is $25.24 Mil, reflecting a 95.63% gain to date.

INVICTUS PRIVATE WEALTH, LLC COST ($970.33) Holding Chart

INVICTUS PRIVATE WEALTH, 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 %

Top Ranked Articles

  • 1