Asset Planning,Inc AMZN Holdings History

Number of Shares
64,536.00
Current Holdings Value*
$12.28 Mil
% of Portfolio
9.73%
Total Estimate Gain
$947,035.82
% of Total Estimate Gain
7.04%

Asset Planning,Inc's Amazon.com Inc Holding Summary

As of 2025-03-31, Asset Planning,Inc held 64,536.00 shares of Amazon.com Inc(AMZN), totaling $12.28 Mil. This investment constitutes 9.73% of their stock portfolio, and Asset Planning,Inc now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $217.00 for 1,090.00 shares. Based on historical transaction data and AMZN's current price of $219.36, Asset Planning,Inc's estimated gain on his AMZN holdings is $947,035.82, reflecting a 7.04% gain to date.

Asset Planning,Inc AMZN ($219.36) Holding Chart

Asset Planning,Inc AMZN ($219.36) 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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