Koa Wealth Management, LLC AMZN Holdings History
Koa Wealth Management, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, Koa Wealth Management, LLC held 17,248.00 shares of Amazon.com Inc(AMZN), totaling $3.28 Mil. This investment constitutes 2.65% of their stock portfolio, and Koa Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2023Q4. And since then Koa Wealth Management, LLC has made 1 purchases of AMZN, at an average price of $142.50, for a total of 18,371.00 shares. In addition, there have been 4 sales at an average price of $199.87 for 1,123.00 shares. Based on historical transaction data and AMZN's current price of $227.47, Koa Wealth Management, LLC's estimated gain on his AMZN holdings is $1.53 Mil, reflecting a 58.44% gain to date.
Koa Wealth Management, LLC AMZN ($227.47) Holding Chart
Koa Wealth Management, LLC AMZN ($227.47) 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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