LKCM Balanced Fund AMZN Holdings History

Number of Shares
11,200.00
Current Holdings Value*
$2.13 Mil
% of Portfolio
2.83%
Total Estimate Gain
$1.57 Mil
% of Total Estimate Gain
89.35%

LKCM Balanced Fund's Amazon.com Inc Holding Summary

As of 2025-03-31, LKCM Funds held 11,200.00 shares of Amazon.com Inc(AMZN), totaling $2.13 Mil. This investment constitutes 2.83% of their stock portfolio, and LKCM Funds now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2020Q1. And since then LKCM Balanced Fund has made 2 purchases of AMZN, at an average price of $108.14, for a total of 16,200.00 shares. In addition, there have been 3 sales at an average price of $152.54 for 5,000.00 shares. Based on historical transaction data and AMZN's current price of $228.08, LKCM Balanced Fund's estimated gain on his AMZN holdings is $1.57 Mil, reflecting a 89.35% gain to date.

LKCM Balanced Fund AMZN ($228.08) Holding Chart

LKCM Balanced Fund AMZN ($228.08) 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 %

Top Ranked Articles

  • 1