One Wealth Management Investment & Advisory Services, LLC AMZN Holdings History
One Wealth Management Investment & Advisory Services, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held 30,665.00 shares of Amazon.com Inc(AMZN), totaling $5.83 Mil. This investment constitutes 9.66% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2023Q4. And since then One Wealth Management Investment & Advisory Services, LLC has made 3 purchases of AMZN, at an average price of $141.84, for a total of 59,732.00 shares. In addition, there have been 2 sales at an average price of $182.54 for 29,067.00 shares. Based on historical transaction data and AMZN's current price of $224.08, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his AMZN holdings is $3.71 Mil, reflecting a 43.73% gain to date.
One Wealth Management Investment & Advisory Services, LLC AMZN ($224.08) Holding Chart
One Wealth Management Investment & Advisory Services, LLC AMZN ($224.08) 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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