Number of Shares
18,646.00
Current Holdings Value*
$3.55 Mil
% of Portfolio
2.06%
Total Estimate Gain
$2.33 Mil
% of Total Estimate Gain
107.24%

Core Wealth Partners LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Core Wealth Partners LLC held 18,646.00 shares of Amazon.com Inc(AMZN), totaling $3.55 Mil. This investment constitutes 2.06% of their stock portfolio, and Core Wealth Partners LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2022Q4. And since then Core Wealth Partners LLC has made 6 purchases of AMZN, at an average price of $109.27, for a total of 19,866.00 shares. In addition, there have been 3 sales at an average price of $138.23 for 1,220.00 shares. Based on historical transaction data and AMZN's current price of $232.23, Core Wealth Partners LLC's estimated gain on his AMZN holdings is $2.33 Mil, reflecting a 107.24% gain to date.

Core Wealth Partners LLC AMZN ($232.23) Holding Chart

Core Wealth Partners 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 %

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