WealthPlan Investment Management, LLC COST Holdings History
WealthPlan Investment Management, LLC's Costco Wholesale Corp Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 16,846.00 shares of Costco Wholesale Corp(COST), totaling $15.93 Mil. This investment constitutes 1.57% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2022Q1. And since then WealthPlan Investment Management, LLC has made 3 purchases of COST, at an average price of $563.69, for a total of 39,406.00 shares. In addition, there have been 8 sales at an average price of $516.62 for 22,560.00 shares. Based on historical transaction data and COST's current price of $982.36, WealthPlan Investment Management, LLC's estimated gain on his COST holdings is $5.99 Mil, reflecting a 26.97% gain to date.
WealthPlan Investment Management, LLC COST ($982.36) Holding Chart
WealthPlan Investment Management, LLC COST ($982.36) 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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