Number of Shares
30,694.00
Current Holdings Value*
$5.84 Mil
% of Portfolio
2.85%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
8.68%

Bernard Wealth Management Corp.'s Amazon.com Inc Holding Summary

As of 2025-03-31, Bernard Wealth Management Corp. held 30,694.00 shares of Amazon.com Inc(AMZN), totaling $5.84 Mil. This investment constitutes 2.85% of their stock portfolio, and Bernard Wealth Management Corp. 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 30,079.00 shares. Based on historical transaction data and AMZN's current price of $228.22, Bernard Wealth Management Corp.'s estimated gain on his AMZN holdings is $1.08 Mil, reflecting a 8.68% gain to date.

Bernard Wealth Management Corp. AMZN ($228.22) Holding Chart

Bernard Wealth Management Corp. AMZN ($228.22) 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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