Number of Shares
26,563.00
Current Holdings Value*
$5.83 Mil
% of Portfolio
2.08%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
5.48%

BAKER TILLY WEALTH MANAGEMENT, LLC's Amazon.com Inc Holding Summary

As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 26,563.00 shares of Amazon.com Inc(AMZN), totaling $5.83 Mil. This investment constitutes 2.08% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2020Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 9 purchases of AMZN, at an average price of $154.20, for a total of 189,971.00 shares. In addition, there have been 8 sales at an average price of $152.34 for 163,408.00 shares. Based on historical transaction data and AMZN's current price of $226.13, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his AMZN holdings is $1.61 Mil, reflecting a 5.48% gain to date.

BAKER TILLY WEALTH MANAGEMENT, LLC AMZN ($226.13) Holding Chart

BAKER TILLY WEALTH MANAGEMENT, LLC 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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