9258 Wealth Management, LLC AMZN Holdings History
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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