Number of Shares
334,765.00
Current Holdings Value*
$63.69 Mil
% of Portfolio
4.2%
Total Estimate Gain
$20.88 Mil
% of Total Estimate Gain
27.65%

OSTERWEIS CAPITAL MANAGEMENT INC's Amazon.com Inc Holding Summary

As of 2025-03-31, OSTERWEIS CAPITAL MANAGEMENT INC held 334,765.00 shares of Amazon.com Inc(AMZN), totaling $63.69 Mil. This investment constitutes 4.2% of their stock portfolio, and OSTERWEIS CAPITAL MANAGEMENT INC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2020Q2. And since then OSTERWEIS CAPITAL MANAGEMENT INC has made 14 purchases of AMZN, at an average price of $153.65, for a total of 491,529.00 shares. In addition, there have been 6 sales at an average price of $131.59 for 156,764.00 shares. Based on historical transaction data and AMZN's current price of $226.35, OSTERWEIS CAPITAL MANAGEMENT INC's estimated gain on his AMZN holdings is $20.88 Mil, reflecting a 27.65% gain to date.

OSTERWEIS CAPITAL MANAGEMENT INC AMZN ($226.35) Holding Chart

OSTERWEIS CAPITAL MANAGEMENT INC AMZN ($226.35) 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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