Evergreen Wealth Management, LLC AMZN Holdings History
Evergreen Wealth Management, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, Evergreen Wealth Management, LLC held 30,724.00 shares of Amazon.com Inc(AMZN), totaling $5.85 Mil. This investment constitutes 3.49% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2022Q4. And since then Evergreen Wealth Management, LLC has made 6 purchases of AMZN, at an average price of $105.25, for a total of 35,868.00 shares. In addition, there have been 1 sales at an average price of $217.00 for 5,144.00 shares. Based on historical transaction data and AMZN's current price of $225.69, Evergreen Wealth Management, LLC's estimated gain on his AMZN holdings is $4.28 Mil, reflecting a 113.26% gain to date.
Evergreen Wealth Management, LLC AMZN ($225.69) Holding Chart
Evergreen Wealth Management, LLC AMZN ($225.69) 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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