Number of Shares
28,200.00
Current Holdings Value*
$4.63 Mil
% of Portfolio
2.82%
Total Estimate Gain
$4.27 Mil
% of Total Estimate Gain
138.12%

Newport Wealth Strategies, Inc.'s Amazon.com Inc Holding Summary

As of 2021-09-30, Newport Wealth Strategies, Inc. held 28,200.00 shares of Amazon.com Inc(AMZN), totaling $4.63 Mil. This investment constitutes 2.82% of their stock portfolio, and Newport Wealth Strategies, Inc. now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2018Q2. And since then Newport Wealth Strategies, Inc. has made 7 purchases of AMZN, at an average price of $84.10, for a total of 36,760.00 shares. In addition, there have been 6 sales at an average price of $110.63 for 8,560.00 shares. Based on historical transaction data and AMZN's current price of $227.47, Newport Wealth Strategies, Inc.'s estimated gain on his AMZN holdings is $4.27 Mil, reflecting a 138.12% gain to date.

Newport Wealth Strategies, Inc. AMZN ($227.47) Holding Chart

Newport Wealth Strategies, Inc. 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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