Number of Shares
9,098.00
Current Holdings Value*
$8.60 Mil
% of Portfolio
2.39%
Total Estimate Gain
$2.91 Mil
% of Total Estimate Gain
51.57%

Rockline Wealth Management, LLC's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Rockline Wealth Management, LLC held 9,098.00 shares of Costco Wholesale Corp(COST), totaling $8.60 Mil. This investment constitutes 2.39% of their stock portfolio, and Rockline Wealth Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2023Q4. And since then Rockline Wealth Management, LLC has made 5 purchases of COST, at an average price of $621.25, for a total of 9,098.00 shares. Based on historical transaction data and COST's current price of $941.61, Rockline Wealth Management, LLC's estimated gain on his COST holdings is $2.91 Mil, reflecting a 51.57% gain to date.

Rockline Wealth Management, LLC COST ($941.61) Holding Chart

Rockline Wealth Management, 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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