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 2025-06-30, 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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