Institutional Investment Strategy Fund AMZN Holdings History
Number of Shares
622.00
Current Holdings Value*
$118,340.00
% of Portfolio
3.36%
Total Estimate Gain
$21,479.07
% of Total Estimate Gain
18.90%
Institutional Investment Strategy Fund's Amazon.com Inc Holding Summary
As of 2025-03-31, Institutional Investment Strategy Fund held 622.00 shares of Amazon.com Inc(AMZN), totaling $118,340.00. This investment constitutes 3.36% of their stock portfolio, and Institutional Investment Strategy Fund now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2024Q1. And since then Institutional Investment Strategy Fund has made 4 purchases of AMZN, at an average price of $182.74, for a total of 622.00 shares. Based on historical transaction data and AMZN's current price of $217.27, Institutional Investment Strategy Fund's estimated gain on his AMZN holdings is $21,479.07, reflecting a 18.90% gain to date.
Institutional Investment Strategy Fund AMZN ($217.27) Holding Chart
Institutional Investment Strategy Fund AMZN ($217.27) 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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