MCCARTER PRIVATE WEALTH SERVICES LLC COST Holdings History
MCCARTER PRIVATE WEALTH SERVICES LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, MCCARTER PRIVATE WEALTH SERVICES LLC held 5,429.00 shares of Costco Wholesale Corp(COST), totaling $5.13 Mil. This investment constitutes 3.36% of their stock portfolio, and MCCARTER PRIVATE WEALTH SERVICES LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $956.33 for 365.00 shares. Based on historical transaction data and COST's current price of $950.95, MCCARTER PRIVATE WEALTH SERVICES LLC's estimated gain on his COST holdings is $483,154.37, reflecting a 9.61% gain to date.
MCCARTER PRIVATE WEALTH SERVICES LLC COST ($950.95) Holding Chart
MCCARTER PRIVATE WEALTH SERVICES 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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