Cromwell Sustainable Balanced Fund AMZN Holdings History
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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