OAK HARBOR WEALTH PARTNERS, LLC COST Holdings History
OAK HARBOR WEALTH PARTNERS, LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 9,347.00 shares of Costco Wholesale Corp(COST), totaling $8.84 Mil. This investment constitutes 2.53% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2021Q4. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 7 purchases of COST, at an average price of $531.50, for a total of 9,442.00 shares. In addition, there have been 4 sales at an average price of $553.00 for 95.00 shares. Based on historical transaction data and COST's current price of $933.80, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his COST holdings is $3.76 Mil, reflecting a 74.97% gain to date.
OAK HARBOR WEALTH PARTNERS, LLC COST ($933.80) Holding Chart
OAK HARBOR WEALTH PARTNERS, LLC 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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