Number of Shares
2,747.00
Current Holdings Value*
$522,640.00
% of Portfolio
7.46%
Total Estimate Gain
$165,106.14
% of Total Estimate Gain
34.92%

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 $232.23, Cromwell Sustainable Balanced Fund's estimated gain on his AMZN holdings is $165,106.14, reflecting a 34.92% gain to date.

Cromwell Sustainable Balanced Fund AMZN ($232.23) Holding Chart

Cromwell Sustainable Balanced Fund 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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