DIVERSIFY WEALTH MANAGEMENT, LLC AMZN Holdings History
Number of Shares
103,116.00
Current Holdings Value*
$19.32 Mil
% of Portfolio
1.44%
Total Estimate Gain
$3.97 Mil
% of Total Estimate Gain
20.27%
DIVERSIFY WEALTH MANAGEMENT, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 103,116.00 shares of Amazon.com Inc(AMZN), totaling $19.32 Mil. This investment constitutes 1.44% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2024Q2. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 3 purchases of AMZN, at an average price of $189.82, for a total of 103,116.00 shares. Based on historical transaction data and AMZN's current price of $228.29, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his AMZN holdings is $3.97 Mil, reflecting a 20.27% gain to date.
DIVERSIFY WEALTH MANAGEMENT, LLC AMZN ($228.29) Holding Chart
DIVERSIFY WEALTH MANAGEMENT, LLC AMZN ($228.29) 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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