Number of Shares
33,636.00
Current Holdings Value*
$33.30 Mil
% of Portfolio
7.69%
Total Estimate Gain
$22.02 Mil
% of Total Estimate Gain
116.36%

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Costco Wholesale Corp Holding Summary

As of 2025-06-30, KILEY JUERGENS WEALTH MANAGEMENT, LLC held 33,636.00 shares of Costco Wholesale Corp(COST), totaling $33.30 Mil. This investment constitutes 7.69% of their stock portfolio, and KILEY JUERGENS WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2018Q2. And since then KILEY JUERGENS WEALTH MANAGEMENT, LLC has made 19 purchases of COST, at an average price of $369.09, for a total of 51,265.00 shares. In addition, there have been 10 sales at an average price of $507.87 for 17,629.00 shares. Based on historical transaction data and COST's current price of $950.95, KILEY JUERGENS WEALTH MANAGEMENT, LLC's estimated gain on his COST holdings is $22.02 Mil, reflecting a 116.36% gain to date.

KILEY JUERGENS WEALTH MANAGEMENT, LLC COST ($950.95) Holding Chart

KILEY JUERGENS WEALTH MANAGEMENT, LLC COST ($950.95) 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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