Number of Shares
8,382.00
Current Holdings Value*
$7.94 Mil
% of Portfolio
3.05%
Total Estimate Gain
$3.80 Mil
% of Total Estimate Gain
82.22%

Stiles Financial Services Inc's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Stiles Financial Services Inc held 8,382.00 shares of Costco Wholesale Corp(COST), totaling $7.94 Mil. This investment constitutes 3.05% of their stock portfolio, and Stiles Financial Services Inc now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2021Q4. And since then Stiles Financial Services Inc has made 8 purchases of COST, at an average price of $522.40, for a total of 8,848.00 shares. In addition, there have been 5 sales at an average price of $621.33 for 466.00 shares. Based on historical transaction data and COST's current price of $970.33, Stiles Financial Services Inc's estimated gain on his COST holdings is $3.80 Mil, reflecting a 82.22% gain to date.

Stiles Financial Services Inc COST ($970.33) Holding Chart

Stiles Financial Services Inc COST ($970.33) 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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