Number of Shares
1,941.00
Current Holdings Value*
$1.84 Mil
% of Portfolio
1.06%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
48.06%

Nicholas Wealth, LLC.'s Costco Wholesale Corp Holding Summary

As of 2025-03-31, Nicholas Wealth, LLC. held 1,941.00 shares of Costco Wholesale Corp(COST), totaling $1.84 Mil. This investment constitutes 1.06% of their stock portfolio, and Nicholas Wealth, LLC. now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2023Q3. And since then Nicholas Wealth, LLC. has made 4 purchases of COST, at an average price of $654.43, for a total of 3,388.00 shares. In addition, there have been 2 sales at an average price of $967.13 for 1,447.00 shares. Based on historical transaction data and COST's current price of $970.33, Nicholas Wealth, LLC.'s estimated gain on his COST holdings is $1.07 Mil, reflecting a 48.06% gain to date.

Nicholas Wealth, LLC. COST ($970.33) Holding Chart

Nicholas Wealth, LLC. COST ($970.33) 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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