Number of Shares
5,077.00
Current Holdings Value*
$5.03 Mil
% of Portfolio
2.28%
Total Estimate Gain
$5.43 Mil
% of Total Estimate Gain
264.03%

West Oak Capital, LLC's Costco Wholesale Corp Holding Summary

As of 2025-06-30, West Oak Capital, LLC held 5,077.00 shares of Costco Wholesale Corp(COST), totaling $5.03 Mil. This investment constitutes 2.28% of their stock portfolio, and West Oak Capital, LLC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2013Q4. And since then West Oak Capital, LLC has made 17 purchases of COST, at an average price of $170.78, for a total of 12,032.00 shares. In addition, there have been 25 sales at an average price of $393.87 for 6,955.00 shares. Based on historical transaction data and COST's current price of $933.80, West Oak Capital, LLC's estimated gain on his COST holdings is $5.43 Mil, reflecting a 264.03% gain to date.

West Oak Capital, LLC COST ($933.80) Holding Chart

West Oak 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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