Bernard Wealth Management Corp. AMZN Holdings History
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 % |
Top Ranked Articles
- 1