Number of Shares
11,119.00
Current Holdings Value*
$2.44 Mil
% of Portfolio
1.07%
Total Estimate Gain
$1.56 Mil
% of Total Estimate Gain
64.91%

Arcadia Wealth Management, LLC's Amazon.com Inc Holding Summary

As of 2025-06-30, Arcadia Wealth Management, LLC held 11,119.00 shares of Amazon.com Inc(AMZN), totaling $2.44 Mil. This investment constitutes 1.07% of their stock portfolio, and Arcadia Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2022Q4. And since then Arcadia Wealth Management, LLC has made 7 purchases of AMZN, at an average price of $128.30, for a total of 18,740.00 shares. In addition, there have been 4 sales at an average price of $187.11 for 7,621.00 shares. Based on historical transaction data and AMZN's current price of $228.35, Arcadia Wealth Management, LLC's estimated gain on his AMZN holdings is $1.56 Mil, reflecting a 64.91% gain to date.

Arcadia Wealth Management, LLC AMZN ($228.35) Holding Chart

Arcadia Wealth Management, LLC AMZN ($228.35) 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 %

Top Ranked Articles

  • 1