ONE WEALTH CAPITAL MANAGEMENT, LLC AMZN Holdings History
Number of Shares
20,427.00
Current Holdings Value*
$3.89 Mil
% of Portfolio
2.09%
Total Estimate Gain
$422,219.66
% of Total Estimate Gain
10.06%
ONE WEALTH CAPITAL MANAGEMENT, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 20,427.00 shares of Amazon.com Inc(AMZN), totaling $3.89 Mil. This investment constitutes 2.09% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2024Q4. And since then ONE WEALTH CAPITAL MANAGEMENT, LLC has made 1 purchases of AMZN, at an average price of $205.46, for a total of 20,427.00 shares. Based on historical transaction data and AMZN's current price of $226.13, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his AMZN holdings is $422,219.66, reflecting a 10.06% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC AMZN ($226.13) Holding Chart
ONE WEALTH CAPITAL MANAGEMENT, LLC 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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