TLW Wealth Management, LLC COST Holdings History
TLW Wealth Management, LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, TLW Wealth Management, LLC held 13,601.00 shares of Costco Wholesale Corp(COST), totaling $12.86 Mil. This investment constitutes 7.72% of their stock portfolio, and TLW Wealth Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2022Q1. And since then TLW Wealth Management, LLC has made 6 purchases of COST, at an average price of $530.25, for a total of 14,277.00 shares. In addition, there have been 6 sales at an average price of $566.28 for 676.00 shares. Based on historical transaction data and COST's current price of $967.68, TLW Wealth Management, LLC's estimated gain on his COST holdings is $5.97 Mil, reflecting a 78.91% gain to date.
TLW Wealth Management, LLC COST ($967.68) Holding Chart
TLW Wealth Management, LLC COST ($967.68) 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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