JPL Wealth Management, LLC COST Holdings History
JPL Wealth Management, LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, JPL Wealth Management, LLC held 7,069.00 shares of Costco Wholesale Corp(COST), totaling $6.69 Mil. This investment constitutes 1.91% of their stock portfolio, and JPL Wealth Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2023Q4. And since then JPL Wealth Management, LLC has made 3 purchases of COST, at an average price of $703.93, for a total of 7,209.00 shares. In addition, there have been 1 sales at an average price of $974.97 for 140.00 shares. Based on historical transaction data and COST's current price of $985.14, JPL Wealth Management, LLC's estimated gain on his COST holdings is $2.03 Mil, reflecting a 39.92% gain to date.
JPL Wealth Management, LLC COST ($985.14) Holding Chart
JPL Wealth Management, LLC COST ($985.14) 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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