Claro Advisors LLC AMZN Holdings History

Number of Shares
75,860.00
Current Holdings Value*
$14.43 Mil
% of Portfolio
1.93%
Total Estimate Gain
$8.42 Mil
% of Total Estimate Gain
83.45%

Claro Advisors LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Claro Advisors LLC held 75,860.00 shares of Amazon.com Inc(AMZN), totaling $14.43 Mil. This investment constitutes 1.93% of their stock portfolio, and Claro Advisors LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2018Q4. And since then Claro Advisors LLC has made 18 purchases of AMZN, at an average price of $120.64, for a total of 83,627.00 shares. In addition, there have been 5 sales at an average price of $121.28 for 7,767.00 shares. Based on historical transaction data and AMZN's current price of $231.56, Claro Advisors LLC's estimated gain on his AMZN holdings is $8.42 Mil, reflecting a 83.45% gain to date.

Claro Advisors LLC AMZN ($231.56) Holding Chart

Claro Advisors LLC AMZN ($231.56) 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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