Independent Solutions Wealth Management, LLC COST Holdings History
Independent Solutions Wealth Management, LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, Independent Solutions Wealth Management, LLC held 20,585.00 shares of Costco Wholesale Corp(COST), totaling $19.47 Mil. This investment constitutes 4.36% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2019Q4. And since then Independent Solutions Wealth Management, LLC has made 8 purchases of COST, at an average price of $400.96, for a total of 43,903.00 shares. In addition, there have been 13 sales at an average price of $537.21 for 23,318.00 shares. Based on historical transaction data and COST's current price of $941.61, Independent Solutions Wealth Management, LLC's estimated gain on his COST holdings is $14.31 Mil, reflecting a 81.27% gain to date.
Independent Solutions Wealth Management, LLC COST ($941.61) Holding Chart
Independent Solutions 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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