Legacy Trust COST Holdings History
Number of Shares
7,949.00
Current Holdings Value*
$7.87 Mil
% of Portfolio
1.93%
Total Estimate Gain
$4.66 Mil
% of Total Estimate Gain
84.93%
Legacy Trust's Costco Wholesale Corp Holding Summary
As of 2025-06-30, Legacy Trust held 7,949.00 shares of Costco Wholesale Corp(COST), totaling $7.87 Mil. This investment constitutes 1.93% of their stock portfolio, and Legacy Trust now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2022Q4. In addition, there have been 10 sales at an average price of $830.83 for 3,286.00 shares. Based on historical transaction data and COST's current price of $933.80, Legacy Trust's estimated gain on his COST holdings is $4.66 Mil, reflecting a 84.93% gain to date.
Legacy Trust COST ($933.80) Holding Chart
Legacy Trust COST ($933.80) 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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