Number of Shares
98,608.00
Current Holdings Value*
$97.62 Mil
% of Portfolio
5.64%
Total Estimate Gain
$83.80 Mil
% of Total Estimate Gain
242.70%

MOGY JOEL R INVESTMENT COUNSEL INC's Costco Wholesale Corp Holding Summary

As of 2025-06-30, MOGY JOEL R INVESTMENT COUNSEL INC held 98,608.00 shares of Costco Wholesale Corp(COST), totaling $97.62 Mil. This investment constitutes 5.64% of their stock portfolio, and MOGY JOEL R INVESTMENT COUNSEL INC now holds 0.02% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2014Q1. And since then MOGY JOEL R INVESTMENT COUNSEL INC has made 14 purchases of COST, at an average price of $161.55, for a total of 213,746.00 shares. In addition, there have been 23 sales at an average price of $213.33 for 115,138.00 shares. Based on historical transaction data and COST's current price of $950.95, MOGY JOEL R INVESTMENT COUNSEL INC's estimated gain on his COST holdings is $83.80 Mil, reflecting a 242.70% gain to date.

MOGY JOEL R INVESTMENT COUNSEL INC COST ($950.95) Holding Chart

MOGY JOEL R INVESTMENT COUNSEL INC 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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