Number of Shares
13,544.00
Current Holdings Value*
$12.81 Mil
% of Portfolio
3.97%
Total Estimate Gain
$5.61 Mil
% of Total Estimate Gain
37.63%

Peterson Wealth Services's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Peterson Wealth Services held 13,544.00 shares of Costco Wholesale Corp(COST), totaling $12.81 Mil. This investment constitutes 3.97% of their stock portfolio, and Peterson Wealth Services now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2021Q4. And since then Peterson Wealth Services has made 7 purchases of COST, at an average price of $563.69, for a total of 26,450.00 shares. In addition, there have been 6 sales at an average price of $595.60 for 12,906.00 shares. Based on historical transaction data and COST's current price of $947.56, Peterson Wealth Services's estimated gain on his COST holdings is $5.61 Mil, reflecting a 37.63% gain to date.

Peterson Wealth Services COST ($947.56) Holding Chart

Peterson Wealth Services COST ($947.56) 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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