Number of Shares
32,276.00
Current Holdings Value*
$6.14 Mil
% of Portfolio
2.22%
Total Estimate Gain
$2.23 Mil
% of Total Estimate Gain
40.61%

Accel Wealth Management's Amazon.com Inc Holding Summary

As of 2025-03-31, Accel Wealth Management held 32,276.00 shares of Amazon.com Inc(AMZN), totaling $6.14 Mil. This investment constitutes 2.22% of their stock portfolio, and Accel Wealth Management now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2020Q4. And since then Accel Wealth Management has made 9 purchases of AMZN, at an average price of $154.30, for a total of 35,625.00 shares. In addition, there have been 8 sales at an average price of $156.86 for 3,349.00 shares. Based on historical transaction data and AMZN's current price of $223.19, Accel Wealth Management's estimated gain on his AMZN holdings is $2.23 Mil, reflecting a 40.61% gain to date.

Accel Wealth Management AMZN ($223.19) Holding Chart

Accel Wealth Management AMZN ($223.19) 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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