Number of Shares
4,527.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
2.92%
Total Estimate Gain
$2.00 Mil
% of Total Estimate Gain
46.49%

Martin Capital Advisors, LLP's Costco Wholesale Corp Holding Summary

As of 2025-06-30, Martin Capital Advisors, LLP held 4,527.00 shares of Costco Wholesale Corp(COST), totaling $4.48 Mil. This investment constitutes 2.92% of their stock portfolio, and Martin Capital Advisors, LLP now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2021Q4. And since then Martin Capital Advisors, LLP has made 6 purchases of COST, at an average price of $526.37, for a total of 8,192.00 shares. In addition, there have been 5 sales at an average price of $548.94 for 3,665.00 shares. Based on historical transaction data and COST's current price of $950.95, Martin Capital Advisors, LLP's estimated gain on his COST holdings is $2.00 Mil, reflecting a 46.49% gain to date.

Martin Capital Advisors, LLP COST ($950.95) Holding Chart

Martin Capital Advisors, LLP 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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