Number of Shares
74,044.00
Current Holdings Value*
$14.09 Mil
% of Portfolio
10.46%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
13.33%

CAPITAL & PLANNING, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, CAPITAL & PLANNING, LLC held 74,044.00 shares of Amazon.com Inc(AMZN), totaling $14.09 Mil. This investment constitutes 10.46% of their stock portfolio, and CAPITAL & PLANNING, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2024Q4. And since then CAPITAL & PLANNING, LLC has made 1 purchases of AMZN, at an average price of $204.92, for a total of 74,044.00 shares. Based on historical transaction data and AMZN's current price of $232.23, CAPITAL & PLANNING, LLC's estimated gain on his AMZN holdings is $2.02 Mil, reflecting a 13.33% gain to date.

CAPITAL & PLANNING, LLC AMZN ($232.23) Holding Chart

CAPITAL & PLANNING, LLC 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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