Number of Shares
31,578.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
0.87%
Total Estimate Gain
$3.67 Mil
% of Total Estimate Gain
74.51%

9258 Wealth Management, LLC's Amazon.com Inc Holding Summary

As of 2024-09-30, 9258 Wealth Management, LLC held 31,578.00 shares of Amazon.com Inc(AMZN), totaling $5.88 Mil. This investment constitutes 0.87% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2018Q4. And since then 9258 Wealth Management, LLC has made 13 purchases of AMZN, at an average price of $109.30, for a total of 45,081.00 shares. In addition, there have been 9 sales at an average price of $108.97 for 13,503.00 shares. Based on historical transaction data and AMZN's current price of $225.69, 9258 Wealth Management, LLC's estimated gain on his AMZN holdings is $3.67 Mil, reflecting a 74.51% gain to date.

9258 Wealth Management, LLC AMZN ($225.69) Holding Chart

9258 Wealth Management, LLC AMZN ($225.69) 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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