Avantra Family Wealth, Inc. AMZN Holdings History
Number of Shares
12,979.00
Current Holdings Value*
$2.85 Mil
% of Portfolio
2.35%
Total Estimate Gain
$355,805.86
% of Total Estimate Gain
13.38%
Avantra Family Wealth, Inc.'s Amazon.com Inc Holding Summary
As of 2025-06-30, Avantra Family Wealth, Inc. held 12,979.00 shares of Amazon.com Inc(AMZN), totaling $2.85 Mil. This investment constitutes 2.35% of their stock portfolio, and Avantra Family Wealth, Inc. now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2024Q4. And since then Avantra Family Wealth, Inc. has made 2 purchases of AMZN, at an average price of $204.82, for a total of 12,979.00 shares. Based on historical transaction data and AMZN's current price of $232.23, Avantra Family Wealth, Inc.'s estimated gain on his AMZN holdings is $355,805.86, reflecting a 13.38% gain to date.
Avantra Family Wealth, Inc. AMZN ($232.23) Holding Chart
Avantra Family Wealth, Inc. AMZN ($232.23) 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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