Number of Shares
6,094.00
Current Holdings Value*
$5.91 Mil
% of Portfolio
2.1%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
20.36%

SWEENEY & MICHEL, LLC's Costco Wholesale Corp Holding Summary

As of 2025-06-30, SWEENEY & MICHEL, LLC held 6,094.00 shares of Costco Wholesale Corp(COST), totaling $5.91 Mil. This investment constitutes 2.1% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2023Q1. And since then SWEENEY & MICHEL, LLC has made 5 purchases of COST, at an average price of $790.60, for a total of 6,422.00 shares. In addition, there have been 2 sales at an average price of $963.70 for 328.00 shares. Based on historical transaction data and COST's current price of $950.95, SWEENEY & MICHEL, LLC's estimated gain on his COST holdings is $1.03 Mil, reflecting a 20.36% gain to date.

SWEENEY & MICHEL, LLC COST ($950.95) Holding Chart

SWEENEY & MICHEL, LLC 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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