Number of Shares
18,050.00
Current Holdings Value*
$3.43 Mil
% of Portfolio
2.91%
Total Estimate Gain
$1.39 Mil
% of Total Estimate Gain
49.18%

1858 WEALTH MANAGEMENT, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, 1858 WEALTH MANAGEMENT, LLC held 18,050.00 shares of Amazon.com Inc(AMZN), totaling $3.43 Mil. This investment constitutes 2.91% of their stock portfolio, and 1858 WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2023Q4. And since then 1858 WEALTH MANAGEMENT, LLC has made 3 purchases of AMZN, at an average price of $153.43, for a total of 18,361.00 shares. In addition, there have been 1 sales at an average price of $204.89 for 311.00 shares. Based on historical transaction data and AMZN's current price of $229.30, 1858 WEALTH MANAGEMENT, LLC's estimated gain on his AMZN holdings is $1.39 Mil, reflecting a 49.18% gain to date.

1858 WEALTH MANAGEMENT, LLC AMZN ($229.30) Holding Chart

1858 WEALTH MANAGEMENT, LLC AMZN ($229.30) 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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