Number of Shares
68,305.00
Current Holdings Value*
$8.90 Mil
% of Portfolio
2.13%
Total Estimate Gain
$6.88 Mil
% of Total Estimate Gain
57.47%

Intercontinental Wealth Advisors, LLC's Amazon.com Inc Holding Summary

As of 2023-06-30, Intercontinental Wealth Advisors, LLC held 68,305.00 shares of Amazon.com Inc(AMZN), totaling $8.90 Mil. This investment constitutes 2.13% of their stock portfolio, and Intercontinental Wealth Advisors, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2018Q2. And since then Intercontinental Wealth Advisors, LLC has made 13 purchases of AMZN, at an average price of $117.75, for a total of 101,727.00 shares. In addition, there have been 8 sales at an average price of $115.99 for 33,422.00 shares. Based on historical transaction data and AMZN's current price of $219.39, Intercontinental Wealth Advisors, LLC's estimated gain on his AMZN holdings is $6.88 Mil, reflecting a 57.47% gain to date.

Intercontinental Wealth Advisors, LLC AMZN ($219.39) Holding Chart

Intercontinental Wealth Advisors, LLC AMZN ($219.39) 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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