Number of Shares
1,800.00
Current Holdings Value*
$1.70 Mil
% of Portfolio
0.63%
Total Estimate Gain
$-60,804.00
% of Total Estimate Gain
-3.46%

Union Heritage Capital, LLC's Costco Wholesale Corp Holding Summary

As of 2025-03-31, Union Heritage Capital, LLC held 1,800.00 shares of Costco Wholesale Corp(COST), totaling $1.70 Mil. This investment constitutes 0.63% of their stock portfolio, and Union Heritage Capital, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2025Q1. And since then Union Heritage Capital, LLC has made 1 purchases of COST, at an average price of $974.97, for a total of 1,800.00 shares. Based on historical transaction data and COST's current price of $941.19, Union Heritage Capital, LLC's estimated gain on his COST holdings is $-60,804.00, reflecting a -3.46% gain to date.

Union Heritage Capital, LLC COST ($941.19) Holding Chart

Union Heritage Capital, LLC COST ($941.19) 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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