Number of Shares
20,934.00
Current Holdings Value*
$19.80 Mil
% of Portfolio
0.37%
Total Estimate Gain
$21.40 Mil
% of Total Estimate Gain
43.90%

Kingsview Wealth Management, LLC's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Kingsview Wealth Management, LLC held 20,934.00 shares of Costco Wholesale Corp(COST), totaling $19.80 Mil. This investment constitutes 0.37% of their stock portfolio, and Kingsview Wealth Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2018Q2. And since then Kingsview Wealth Management, LLC has made 17 purchases of COST, at an average price of $523.94, for a total of 93,029.00 shares. In addition, there have been 4 sales at an average price of $698.61 for 72,095.00 shares. Based on historical transaction data and COST's current price of $944.60, Kingsview Wealth Management, LLC's estimated gain on his COST holdings is $21.40 Mil, reflecting a 43.90% gain to date.

Kingsview Wealth Management, LLC COST ($944.60) Holding Chart

Kingsview Wealth Management, LLC COST ($944.60) 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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