Number of Shares
36,832.00
Current Holdings Value*
$8.08 Mil
% of Portfolio
4.21%
Total Estimate Gain
$2.51 Mil
% of Total Estimate Gain
37.25%

Old North State Wealth Management, LLC's Amazon.com Inc Holding Summary

As of 2025-06-30, Old North State Wealth Management, LLC held 36,832.00 shares of Amazon.com Inc(AMZN), totaling $8.08 Mil. This investment constitutes 4.21% of their stock portfolio, and Old North State Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then Old North State Wealth Management, LLC has made 10 purchases of AMZN, at an average price of $160.01, for a total of 42,167.00 shares. In addition, there have been 4 sales at an average price of $174.63 for 5,335.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Old North State Wealth Management, LLC's estimated gain on his AMZN holdings is $2.51 Mil, reflecting a 37.25% gain to date.

Old North State Wealth Management, LLC AMZN ($226.13) Holding Chart

Old North State Wealth 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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