Jackson Wealth Management, LLC COST Holdings History
Jackson Wealth Management, LLC's Costco Wholesale Corp Holding Summary
As of 2025-06-30, Jackson Wealth Management, LLC held 19,556.00 shares of Costco Wholesale Corp(COST), totaling $19.36 Mil. This investment constitutes 2.88% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2021Q1. And since then Jackson Wealth Management, LLC has made 9 purchases of COST, at an average price of $554.63, for a total of 52,488.00 shares. In addition, there have been 9 sales at an average price of $566.96 for 32,932.00 shares. Based on historical transaction data and COST's current price of $944.45, Jackson Wealth Management, LLC's estimated gain on his COST holdings is $8.03 Mil, reflecting a 27.58% gain to date.
Jackson Wealth Management, LLC COST ($944.45) Holding Chart
Jackson Wealth Management, LLC COST ($944.45) 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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