Number of Shares
28,407.00
Current Holdings Value*
$5.40 Mil
% of Portfolio
2.03%
Total Estimate Gain
$2.90 Mil
% of Total Estimate Gain
61.03%

DELTA FINANCIAL ADVISORS LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, DELTA FINANCIAL ADVISORS LLC held 28,407.00 shares of Amazon.com Inc(AMZN), totaling $5.40 Mil. This investment constitutes 2.03% of their stock portfolio, and DELTA FINANCIAL ADVISORS LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2019Q2. And since then DELTA FINANCIAL ADVISORS LLC has made 18 purchases of AMZN, at an average price of $118.79, for a total of 39,968.00 shares. In addition, there have been 4 sales at an average price of $102.40 for 11,561.00 shares. Based on historical transaction data and AMZN's current price of $227.47, DELTA FINANCIAL ADVISORS LLC's estimated gain on his AMZN holdings is $2.90 Mil, reflecting a 61.03% gain to date.

DELTA FINANCIAL ADVISORS LLC AMZN ($227.47) Holding Chart

DELTA FINANCIAL ADVISORS LLC AMZN ($227.47) 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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