Turtle Creek Wealth Advisors, LLC COST Holdings History
Turtle Creek Wealth Advisors, LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, Turtle Creek Wealth Advisors, LLC held 9,753.00 shares of Costco Wholesale Corp(COST), totaling $9.22 Mil. This investment constitutes 1.38% of their stock portfolio, and Turtle Creek Wealth Advisors, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2023Q4. And since then Turtle Creek Wealth Advisors, LLC has made 4 purchases of COST, at an average price of $807.28, for a total of 18,702.00 shares. In addition, there have been 1 sales at an average price of $928.68 for 8,949.00 shares. Based on historical transaction data and COST's current price of $950.95, Turtle Creek Wealth Advisors, LLC's estimated gain on his COST holdings is $2.49 Mil, reflecting a 16.48% gain to date.
Turtle Creek Wealth Advisors, LLC COST ($950.95) Holding Chart
Turtle Creek Wealth Advisors, 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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