CAPITAL & PLANNING, LLC AMZN Holdings History
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 % |
Top Ranked Articles
- 1