Number of Shares
4,629.00
Current Holdings Value*
$4.38 Mil
% of Portfolio
3.73%
Total Estimate Gain
$1.94 Mil
% of Total Estimate Gain
61.64%

Processus Wealth & Capital Management, LLC's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Processus Wealth & Capital Management, LLC held 4,629.00 shares of Costco Wholesale Corp(COST), totaling $4.38 Mil. This investment constitutes 3.73% of their stock portfolio, and Processus Wealth & Capital Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2023Q4. And since then Processus Wealth & Capital Management, LLC has made 2 purchases of COST, at an average price of $602.70, for a total of 5,235.00 shares. In addition, there have been 3 sales at an average price of $876.17 for 606.00 shares. Based on historical transaction data and COST's current price of $987.02, Processus Wealth & Capital Management, LLC's estimated gain on his COST holdings is $1.94 Mil, reflecting a 61.64% gain to date.

Processus Wealth & Capital Management, LLC COST ($987.02) Holding Chart

Processus Wealth & Capital Management, LLC COST ($987.02) 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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