Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$18,528.30
% of Total Estimate Gain
5.91%

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

As of 2025-03-31, Monument Group Wealth Advisors, LLC held - shares of Amazon.com Inc(AMZN), totaling N/A. This investment constitutes 0% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2024Q4. And since then Monument Group Wealth Advisors, LLC has made 1 purchases of AMZN, at an average price of $204.89, for a total of 1,530.00 shares. In addition, there have been 1 sales at an average price of $217.00 for 1,530.00 shares. Based on historical transaction data and AMZN's current price of $231.56, Monument Group Wealth Advisors, LLC's estimated gain on his AMZN holdings is $18,528.30, reflecting a 5.91% gain to date.

Monument Group Wealth Advisors, LLC AMZN ($231.56) Holding Chart

Monument Group Wealth Advisors, LLC AMZN ($231.56) 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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