Number of Shares
5,833.00
Current Holdings Value*
$5.52 Mil
% of Portfolio
2.6%
Total Estimate Gain
$9.29 Mil
% of Total Estimate Gain
157.99%

OPTIMUM INVESTMENT ADVISORS's Costco Wholesale Corp Holding Summary

As of 2025-03-31, OPTIMUM INVESTMENT ADVISORS held 5,833.00 shares of Costco Wholesale Corp(COST), totaling $5.52 Mil. This investment constitutes 2.6% of their stock portfolio, and OPTIMUM INVESTMENT ADVISORS now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2014Q2. And since then OPTIMUM INVESTMENT ADVISORS has made 6 purchases of COST, at an average price of $128.67, for a total of 45,676.00 shares. In addition, there have been 26 sales at an average price of $236.34 for 39,843.00 shares. Based on historical transaction data and COST's current price of $985.14, OPTIMUM INVESTMENT ADVISORS's estimated gain on his COST holdings is $9.29 Mil, reflecting a 157.99% gain to date.

OPTIMUM INVESTMENT ADVISORS COST ($985.14) Holding Chart

OPTIMUM INVESTMENT ADVISORS COST ($985.14) 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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