Number of Shares
1.19 Mil
Current Holdings Value*
$226.61 Mil
% of Portfolio
3.64%
Total Estimate Gain
$177.30 Mil
% of Total Estimate Gain
151.00%

Evercore Wealth Management, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Evercore Wealth Management, LLC held 1.19 Mil shares of Amazon.com Inc(AMZN), totaling $226.61 Mil. This investment constitutes 3.64% of their stock portfolio, and Evercore Wealth Management, LLC now holds 0.01% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2014Q1. And since then Evercore Wealth Management, LLC has made 18 purchases of AMZN, at an average price of $83.19, for a total of 1.41 Mil shares. In addition, there have been 18 sales at an average price of $130.52 for 220,282.00 shares. Based on historical transaction data and AMZN's current price of $223.30, Evercore Wealth Management, LLC's estimated gain on his AMZN holdings is $177.30 Mil, reflecting a 151.00% gain to date.

Evercore Wealth Management, LLC AMZN ($223.30) Holding Chart

Evercore Wealth Management, LLC AMZN ($223.30) 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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