Number of Shares
69,895.00
Current Holdings Value*
$13.30 Mil
% of Portfolio
1.68%
Total Estimate Gain
$4.21 Mil
% of Total Estimate Gain
32.79%

Cascade Financial Partners, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Cascade Financial Partners, LLC held 69,895.00 shares of Amazon.com Inc(AMZN), totaling $13.30 Mil. This investment constitutes 1.68% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 2 purchases of AMZN, at an average price of $170.91, for a total of 75,104.00 shares. In addition, there have been 2 sales at an average price of $208.93 for 5,209.00 shares. Based on historical transaction data and AMZN's current price of $228.29, Cascade Financial Partners, LLC's estimated gain on his AMZN holdings is $4.21 Mil, reflecting a 32.79% gain to date.

Cascade Financial Partners, LLC AMZN ($228.29) Holding Chart

Cascade Financial Partners, LLC AMZN ($228.29) 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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