PETERSON WEALTH MANAGEMENT COST Holdings History
PETERSON WEALTH MANAGEMENT's Costco Wholesale Corp Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 7,587.00 shares of Costco Wholesale Corp(COST), totaling $7.18 Mil. This investment constitutes 4.83% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2019Q4. And since then PETERSON WEALTH MANAGEMENT has made 13 purchases of COST, at an average price of $433.55, for a total of 14,822.00 shares. In addition, there have been 8 sales at an average price of $476.88 for 7,235.00 shares. Based on historical transaction data and COST's current price of $933.80, PETERSON WEALTH MANAGEMENT's estimated gain on his COST holdings is $4.11 Mil, reflecting a 63.94% gain to date.
PETERSON WEALTH MANAGEMENT COST ($933.80) Holding Chart
PETERSON WEALTH MANAGEMENT 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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