Kellett Wealth Advisors, LLC AMZN Holdings History
Kellett Wealth Advisors, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held 9,210.00 shares of Amazon.com Inc(AMZN), totaling $1.75 Mil. This investment constitutes 1.21% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2021Q4. And since then Kellett Wealth Advisors, LLC has made 6 purchases of AMZN, at an average price of $175.94, for a total of 12,756.00 shares. In addition, there have been 6 sales at an average price of $136.87 for 3,546.00 shares. Based on historical transaction data and AMZN's current price of $228.15, Kellett Wealth Advisors, LLC's estimated gain on his AMZN holdings is $342,324.60, reflecting a 15.25% gain to date.
Kellett Wealth Advisors, LLC AMZN ($228.15) Holding Chart
Kellett Wealth Advisors, LLC AMZN ($228.15) 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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