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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