Number of Shares
96,791.00
Current Holdings Value*
$18.51 Mil
% of Portfolio
7.73%
Total Estimate Gain
$4.19 Mil
% of Total Estimate Gain
23.17%

CONSILIO WEALTH ADVISORS, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, CONSILIO WEALTH ADVISORS, LLC held 96,791.00 shares of Amazon.com Inc(AMZN), totaling $18.51 Mil. This investment constitutes 7.73% of their stock portfolio, and CONSILIO WEALTH ADVISORS, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then CONSILIO WEALTH ADVISORS, LLC has made 9 purchases of AMZN, at an average price of $175.08, for a total of 103,248.00 shares. In addition, there have been 4 sales at an average price of $193.66 for 6,457.00 shares. Based on historical transaction data and AMZN's current price of $217.12, CONSILIO WEALTH ADVISORS, LLC's estimated gain on his AMZN holdings is $4.19 Mil, reflecting a 23.17% gain to date.

CONSILIO WEALTH ADVISORS, LLC AMZN ($217.12) Holding Chart

CONSILIO WEALTH ADVISORS, LLC AMZN ($217.12) 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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