Cromwell Sustainable Balanced Fund AMZN Holdings History
Number of Shares
2,747.00
Current Holdings Value*
$522,640.00
% of Portfolio
7.46%
Total Estimate Gain
$154,640.07
% of Total Estimate Gain
32.71%
Cromwell Sustainable Balanced Fund's Amazon.com Inc Holding Summary
As of 2025-03-31, Cromwell Sustainable Balanced Fund held 2,747.00 shares of Amazon.com Inc(AMZN), totaling $522,640.00. This investment constitutes 7.46% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2024Q1. And since then Cromwell Sustainable Balanced Fund has made 1 purchases of AMZN, at an average price of $172.13, for a total of 2,747.00 shares. Based on historical transaction data and AMZN's current price of $228.42, Cromwell Sustainable Balanced Fund's estimated gain on his AMZN holdings is $154,640.07, reflecting a 32.71% gain to date.
Cromwell Sustainable Balanced Fund AMZN ($228.42) Holding Chart
Cromwell Sustainable Balanced Fund AMZN ($228.42) 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 % |
Top Ranked Articles
- 1