Number of Shares
24,300.00
Current Holdings Value*
$22.98 Mil
% of Portfolio
1.54%
Total Estimate Gain
$10.00 Mil
% of Total Estimate Gain
54.19%

ROTHSCHILD INVESTMENT LLC's Costco Wholesale Corp Holding Summary

As of 2025-03-31, ROTHSCHILD INVESTMENT LLC held 24,300.00 shares of Costco Wholesale Corp(COST), totaling $22.98 Mil. This investment constitutes 1.54% of their stock portfolio, and ROTHSCHILD INVESTMENT LLC now holds 0.01% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2023Q4. And since then ROTHSCHILD INVESTMENT LLC has made 1 purchases of COST, at an average price of $593.28, for a total of 31,102.00 shares. In addition, there have been 4 sales at an average price of $819.06 for 6,802.00 shares. Based on historical transaction data and COST's current price of $941.61, ROTHSCHILD INVESTMENT LLC's estimated gain on his COST holdings is $10.00 Mil, reflecting a 54.19% gain to date.

ROTHSCHILD INVESTMENT LLC COST ($941.61) Holding Chart

ROTHSCHILD INVESTMENT LLC COST ($941.61) 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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