Number of Shares
73,150.00
Current Holdings Value*
$13.92 Mil
% of Portfolio
2.07%
Total Estimate Gain
$9.00 Mil
% of Total Estimate Gain
50.65%

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

As of 2025-03-31, Golden State Wealth Management, LLC held 73,150.00 shares of Amazon.com Inc(AMZN), totaling $13.92 Mil. This investment constitutes 2.07% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2019Q1. And since then Golden State Wealth Management, LLC has made 8 purchases of AMZN, at an average price of $106.26, for a total of 167,270.00 shares. In addition, there have been 6 sales at an average price of $108.74 for 94,120.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Golden State Wealth Management, LLC's estimated gain on his AMZN holdings is $9.00 Mil, reflecting a 50.65% gain to date.

Golden State Wealth Management, LLC AMZN ($226.13) Holding Chart

Golden State Wealth Management, LLC AMZN ($226.13) 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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