Institute For Wealth Management, LLC. COST Holdings History
Institute for Wealth Management, LLC.'s Costco Wholesale Corp Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 9,216.00 shares of Costco Wholesale Corp(COST), totaling $9.12 Mil. This investment constitutes 1.02% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2017Q3. And since then Institute for Wealth Management, LLC. has made 9 purchases of COST, at an average price of $204.94, for a total of 18,718.00 shares. In addition, there have been 21 sales at an average price of $279.67 for 9,502.00 shares. Based on historical transaction data and COST's current price of $941.19, Institute for Wealth Management, LLC.'s estimated gain on his COST holdings is $7.50 Mil, reflecting a 195.39% gain to date.
Institute for Wealth Management, LLC. COST ($941.19) Holding Chart
Institute for Wealth Management, LLC. COST ($941.19) 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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