Number of Shares
62,004.00
Current Holdings Value*
$11.80 Mil
% of Portfolio
2.63%
Total Estimate Gain
$8.11 Mil
% of Total Estimate Gain
31.04%

Clearstead Trust, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Clearstead Trust, LLC held 62,004.00 shares of Amazon.com Inc(AMZN), totaling $11.80 Mil. This investment constitutes 2.63% of their stock portfolio, and Clearstead Trust, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2018Q2. And since then Clearstead Trust, LLC has made 14 purchases of AMZN, at an average price of $134.33, for a total of 194,585.00 shares. In addition, there have been 14 sales at an average price of $153.96 for 132,581.00 shares. Based on historical transaction data and AMZN's current price of $223.19, Clearstead Trust, LLC's estimated gain on his AMZN holdings is $8.11 Mil, reflecting a 31.04% gain to date.

Clearstead Trust, LLC AMZN ($223.19) Holding Chart

Clearstead Trust, LLC AMZN ($223.19) 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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