Number of Shares
19,458.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
2.76%
Total Estimate Gain
$1.12 Mil
% of Total Estimate Gain
28.62%

Oxford Wealth Group, LLC's Amazon.com Inc Holding Summary

As of 2024-12-31, Oxford Wealth Group, LLC held 19,458.00 shares of Amazon.com Inc(AMZN), totaling $4.27 Mil. This investment constitutes 2.76% of their stock portfolio, and Oxford Wealth Group, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2024Q1. And since then Oxford Wealth Group, LLC has made 2 purchases of AMZN, at an average price of $171.68, for a total of 22,837.00 shares. In addition, there have been 1 sales at an average price of $182.46 for 3,379.00 shares. Based on historical transaction data and AMZN's current price of $227.47, Oxford Wealth Group, LLC's estimated gain on his AMZN holdings is $1.12 Mil, reflecting a 28.62% gain to date.

Oxford Wealth Group, LLC AMZN ($227.47) Holding Chart

Oxford Wealth Group, LLC AMZN ($227.47) 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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