Number of Shares
2,403.00
Current Holdings Value*
$2.27 Mil
% of Portfolio
1.24%
Total Estimate Gain
$43,238.43
% of Total Estimate Gain
1.93%

Quantum Financial Planning Services, Inc.'s Costco Wholesale Corp Holding Summary

As of 2025-03-31, Quantum Financial Planning Services, Inc. held 2,403.00 shares of Costco Wholesale Corp(COST), totaling $2.27 Mil. This investment constitutes 1.24% of their stock portfolio, and Quantum Financial Planning Services, Inc. now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2024Q4. And since then Quantum Financial Planning Services, Inc. has made 1 purchases of COST, at an average price of $932.96, for a total of 2,403.00 shares. Based on historical transaction data and COST's current price of $950.95, Quantum Financial Planning Services, Inc.'s estimated gain on his COST holdings is $43,238.43, reflecting a 1.93% gain to date.

Quantum Financial Planning Services, Inc. COST ($950.95) Holding Chart

Quantum Financial Planning Services, Inc. COST ($950.95) 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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