Dana Large Cap Equity Fund AMZN Holdings History
Dana Large Cap Equity Fund's Amazon.com Inc Holding Summary
As of 2025-04-30, VALUED ADVISERS TRUST held 11,800.00 shares of Amazon.com Inc(AMZN), totaling $2.18 Mil. This investment constitutes 3.5% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2020Q2. And since then Dana Large Cap Equity Fund has made 4 purchases of AMZN, at an average price of $106.26, for a total of 28,300.00 shares. In addition, there have been 6 sales at an average price of $148.92 for 16,500.00 shares. Based on historical transaction data and AMZN's current price of $228.29, Dana Large Cap Equity Fund's estimated gain on his AMZN holdings is $2.14 Mil, reflecting a 71.29% gain to date.
Dana Large Cap Equity Fund AMZN ($228.29) Holding Chart
Dana Large Cap Equity Fund 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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