Institute For Wealth Management, LLC. AMZN Holdings History
Institute for Wealth Management, LLC.'s Amazon.com Inc Holding Summary
As of 2025-03-31, Institute for Wealth Management, LLC. held 96,706.00 shares of Amazon.com Inc(AMZN), totaling $18.40 Mil. This investment constitutes 2.36% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2017Q3. And since then Institute for Wealth Management, LLC. has made 17 purchases of AMZN, at an average price of $102.60, for a total of 128,708.00 shares. In addition, there have been 11 sales at an average price of $102.95 for 32,002.00 shares. Based on historical transaction data and AMZN's current price of $223.47, Institute for Wealth Management, LLC.'s estimated gain on his AMZN holdings is $11.70 Mil, reflecting a 88.61% gain to date.
Institute for Wealth Management, LLC. AMZN ($223.47) Holding Chart
Institute for Wealth Management, LLC. AMZN ($223.47) 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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