Union Heritage Capital, LLC COST Holdings History
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 $933.80, Union Heritage Capital, LLC's estimated gain on his COST holdings is $-74,106.00, reflecting a -4.22% gain to date.
Union Heritage Capital, LLC COST ($933.80) Holding Chart
Union Heritage Capital, LLC COST ($933.80) 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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