Number of Shares
71,165.00
Current Holdings Value*
$13.54 Mil
% of Portfolio
3.63%
Total Estimate Gain
$3.32 Mil
% of Total Estimate Gain
18.09%

Activest Wealth Management's Amazon.com Inc Holding Summary

As of 2025-03-31, Activest Wealth Management held 71,165.00 shares of Amazon.com Inc(AMZN), totaling $13.54 Mil. This investment constitutes 3.63% of their stock portfolio, and Activest Wealth Management now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q1. And since then Activest Wealth Management has made 9 purchases of AMZN, at an average price of $163.46, for a total of 112,341.00 shares. In addition, there have been 5 sales at an average price of $139.73 for 41,176.00 shares. Based on historical transaction data and AMZN's current price of $223.88, Activest Wealth Management's estimated gain on his AMZN holdings is $3.32 Mil, reflecting a 18.09% gain to date.

Activest Wealth Management AMZN ($223.88) Holding Chart

Activest Wealth Management AMZN ($223.88) 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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