Number of Shares
21,541.00
Current Holdings Value*
$3.27 Mil
% of Portfolio
1.27%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
46.77%

Ledge Wealth Management, Inc.'s Amazon.com Inc Holding Summary

As of 2023-12-31, Ledge Wealth Management, Inc. held 21,541.00 shares of Amazon.com Inc(AMZN), totaling $3.27 Mil. This investment constitutes 1.27% of their stock portfolio, and Ledge Wealth Management, Inc. now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2022Q1. And since then Ledge Wealth Management, Inc. has made 4 purchases of AMZN, at an average price of $134.27, for a total of 30,647.00 shares. In addition, there have been 3 sales at an average price of $128.32 for 9,106.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Ledge Wealth Management, Inc.'s estimated gain on his AMZN holdings is $1.92 Mil, reflecting a 46.77% gain to date.

Ledge Wealth Management, Inc. AMZN ($226.13) Holding Chart

Ledge Wealth Management, Inc. AMZN ($226.13) 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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