Number of Shares
33,781.00
Current Holdings Value*
$31.95 Mil
% of Portfolio
2.65%
Total Estimate Gain
$28.84 Mil
% of Total Estimate Gain
215.50%

Private Wealth Partners, LLC's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Private Wealth Partners, LLC held 33,781.00 shares of Costco Wholesale Corp(COST), totaling $31.95 Mil. This investment constitutes 2.65% of their stock portfolio, and Private Wealth Partners, LLC now holds 0.01% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2013Q4. And since then Private Wealth Partners, LLC has made 16 purchases of COST, at an average price of $183.04, for a total of 73,119.00 shares. In addition, there have been 20 sales at an average price of $262.24 for 39,338.00 shares. Based on historical transaction data and COST's current price of $944.60, Private Wealth Partners, LLC's estimated gain on his COST holdings is $28.84 Mil, reflecting a 215.50% gain to date.

Private Wealth Partners, LLC COST ($944.60) Holding Chart

Private Wealth Partners, LLC COST ($944.60) 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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