Aspiriant Risk-Managed Equity Allocation Fund AMZN Holdings History
Aspiriant Risk-Managed Equity Allocation Fund's Amazon.com Inc Holding Summary
As of 2025-03-31, Aspiriant Trust held 37,434.00 shares of Amazon.com Inc(AMZN), totaling $7.12 Mil. This investment constitutes 1.4% of their stock portfolio, and Aspiriant Trust now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2019Q4. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 9 purchases of AMZN, at an average price of $115.98, for a total of 136,202.00 shares. In addition, there have been 10 sales at an average price of $142.10 for 98,768.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his AMZN holdings is $6.70 Mil, reflecting a 42.44% gain to date.
Aspiriant Risk-Managed Equity Allocation Fund AMZN ($226.13) Holding Chart
Aspiriant Risk-Managed Equity Allocation Fund 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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