Apex Wealth Management, LLC AMZN Holdings History
Number of Shares
19,187.00
Current Holdings Value*
$3.65 Mil
% of Portfolio
3.28%
Total Estimate Gain
$405,679.05
% of Total Estimate Gain
10.31%
Apex Wealth Management, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, Apex Wealth Management, LLC held 19,187.00 shares of Amazon.com Inc(AMZN), totaling $3.65 Mil. This investment constitutes 3.28% of their stock portfolio, and Apex Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2024Q4. And since then Apex Wealth Management, LLC has made 1 purchases of AMZN, at an average price of $204.99, for a total of 19,187.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Apex Wealth Management, LLC's estimated gain on his AMZN holdings is $405,679.05, reflecting a 10.31% gain to date.
Apex Wealth Management, LLC AMZN ($226.13) Holding Chart
Apex Wealth Management, LLC AMZN ($226.13) 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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