BARTLETT & CO. WEALTH MANAGEMENT LLC AMZN Holdings History
Number of Shares
900,568.00
Current Holdings Value*
$197.58 Mil
% of Portfolio
2.76%
Total Estimate Gain
$75.27 Mil
% of Total Estimate Gain
55.20%
BARTLETT & CO. WEALTH MANAGEMENT LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, BARTLETT & CO. WEALTH MANAGEMENT LLC held 900,568.00 shares of Amazon.com Inc(AMZN), totaling $197.58 Mil. This investment constitutes 2.76% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.01% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 25 purchases of AMZN, at an average price of $138.95, for a total of 981,417.00 shares. Based on historical transaction data and AMZN's current price of $226.13, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his AMZN holdings is $75.27 Mil, reflecting a 55.20% gain to date.
BARTLETT & CO. WEALTH MANAGEMENT LLC AMZN ($226.13) Holding Chart
BARTLETT & CO. 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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