Number of Shares
4,520.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
0.25%
Total Estimate Gain
$27.67 Mil
% of Total Estimate Gain
96.33%

SMITH CHAS P & ASSOCIATES PA CPAS's Costco Wholesale Corp Holding Summary

As of 2025-03-31, SMITH CHAS P & ASSOCIATES PA CPAS held 4,520.00 shares of Costco Wholesale Corp(COST), totaling $4.27 Mil. This investment constitutes 0.25% of their stock portfolio, and SMITH CHAS P & ASSOCIATES PA CPAS now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2015Q3. And since then SMITH CHAS P & ASSOCIATES PA CPAS has made 17 purchases of COST, at an average price of $487.17, for a total of 58,966.00 shares. In addition, there have been 5 sales at an average price of $953.92 for 54,446.00 shares. Based on historical transaction data and COST's current price of $987.02, SMITH CHAS P & ASSOCIATES PA CPAS's estimated gain on his COST holdings is $27.67 Mil, reflecting a 96.33% gain to date.

SMITH CHAS P & ASSOCIATES PA CPAS COST ($987.02) Holding Chart

SMITH CHAS P & ASSOCIATES PA CPAS 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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