Number of Shares
28,448.00
Current Holdings Value*
$6.24 Mil
% of Portfolio
2.89%
Total Estimate Gain
$1.13 Mil
% of Total Estimate Gain
9.04%

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

As of 2025-06-30, Bernard Wealth Management Corp. held 28,448.00 shares of Amazon.com Inc(AMZN), totaling $6.24 Mil. This investment constitutes 2.89% 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 2 sales at an average price of $215.66 for 32,325.00 shares. Based on historical transaction data and AMZN's current price of $232.23, Bernard Wealth Management Corp.'s estimated gain on his AMZN holdings is $1.13 Mil, reflecting a 9.04% gain to date.

Bernard Wealth Management Corp. AMZN ($232.23) Holding Chart

Bernard Wealth Management Corp. 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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