Number of Shares
12,849.00
Current Holdings Value*
$12.15 Mil
% of Portfolio
2.9%
Total Estimate Gain
$8.63 Mil
% of Total Estimate Gain
123.39%

WHALEROCK POINT PARTNERS, LLC's Costco Wholesale Corp Holding Summary

As of 2025-03-31, WHALEROCK POINT PARTNERS, LLC held 12,849.00 shares of Costco Wholesale Corp(COST), totaling $12.15 Mil. This investment constitutes 2.9% of their stock portfolio, and WHALEROCK POINT PARTNERS, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2014Q1. And since then WHALEROCK POINT PARTNERS, LLC has made 24 purchases of COST, at an average price of $293.66, for a total of 23,810.00 shares. In addition, there have been 6 sales at an average price of $310.27 for 10,961.00 shares. Based on historical transaction data and COST's current price of $950.95, WHALEROCK POINT PARTNERS, LLC's estimated gain on his COST holdings is $8.63 Mil, reflecting a 123.39% gain to date.

WHALEROCK POINT PARTNERS, LLC COST ($950.95) Holding Chart

WHALEROCK POINT PARTNERS, 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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