Number of Shares
17,836.00
Current Holdings Value*
$3.39 Mil
% of Portfolio
2.23%
Total Estimate Gain
$2.36 Mil
% of Total Estimate Gain
72.78%

National Wealth Management Group, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, National Wealth Management Group, LLC held 17,836.00 shares of Amazon.com Inc(AMZN), totaling $3.39 Mil. This investment constitutes 2.23% of their stock portfolio, and National Wealth Management Group, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then National Wealth Management Group, LLC has made 3 purchases of AMZN, at an average price of $120.53, for a total of 26,916.00 shares. In addition, there have been 5 sales at an average price of $170.49 for 9,080.00 shares. Based on historical transaction data and AMZN's current price of $227.47, National Wealth Management Group, LLC's estimated gain on his AMZN holdings is $2.36 Mil, reflecting a 72.78% gain to date.

National Wealth Management Group, LLC AMZN ($227.47) Holding Chart

National Wealth Management Group, 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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