Accurate Wealth Management, LLC AMZN Holdings History
Accurate Wealth Management, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, Accurate Wealth Management, LLC held 41,961.00 shares of Amazon.com Inc(AMZN), totaling $7.74 Mil. This investment constitutes 1.48% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2021Q2. And since then Accurate Wealth Management, LLC has made 12 purchases of AMZN, at an average price of $143.15, for a total of 68,560.00 shares. In addition, there have been 3 sales at an average price of $127.13 for 26,599.00 shares. Based on historical transaction data and AMZN's current price of $223.30, Accurate Wealth Management, LLC's estimated gain on his AMZN holdings is $2.94 Mil, reflecting a 29.93% gain to date.
Accurate Wealth Management, LLC AMZN ($223.30) Holding Chart
Accurate Wealth Management, LLC AMZN ($223.30) 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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