Number of Shares
9,222.00
Current Holdings Value*
$8.72 Mil
% of Portfolio
0.93%
Total Estimate Gain
$13.66 Mil
% of Total Estimate Gain
362.34%

W.G. Shaheen & Associates DBA Whitney & Co's Costco Wholesale Corp Holding Summary

As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 9,222.00 shares of Costco Wholesale Corp(COST), totaling $8.72 Mil. This investment constitutes 0.93% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2014Q1. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 22 purchases of COST, at an average price of $163.29, for a total of 23,082.00 shares. In addition, there have been 15 sales at an average price of $624.58 for 13,860.00 shares. Based on historical transaction data and COST's current price of $950.95, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his COST holdings is $13.66 Mil, reflecting a 362.34% gain to date.

W.G. Shaheen & Associates DBA Whitney & Co COST ($950.95) Holding Chart

W.G. Shaheen & Associates DBA Whitney & Co 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 %

Top Ranked Articles

  • 1