Orca Wealth Management, LLC AMZN Holdings History
Number of Shares
1,098.00
Current Holdings Value*
$208,910.00
% of Portfolio
0.19%
Total Estimate Gain
$10,024.74
% of Total Estimate Gain
4.21%
Orca Wealth Management, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, Orca Wealth Management, LLC held 1,098.00 shares of Amazon.com Inc(AMZN), totaling $208,910.00. This investment constitutes 0.19% of their stock portfolio, and Orca Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2025Q1. And since then Orca Wealth Management, LLC has made 1 purchases of AMZN, at an average price of $217.00, for a total of 1,098.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Orca Wealth Management, LLC's estimated gain on his AMZN holdings is $10,024.74, reflecting a 4.21% gain to date.
Orca Wealth Management, LLC AMZN ($226.13) Holding Chart
Orca 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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