PALO ALTO WEALTH ADVISORS, LLC AMZN Holdings History
PALO ALTO WEALTH ADVISORS, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, PALO ALTO WEALTH ADVISORS, LLC held 10,296.00 shares of Amazon.com Inc(AMZN), totaling $2.18 Mil. This investment constitutes 0.85% of their stock portfolio, and PALO ALTO WEALTH ADVISORS, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2022Q4. And since then PALO ALTO WEALTH ADVISORS, LLC has made 4 purchases of AMZN, at an average price of $134.14, for a total of 14,936.00 shares. In addition, there have been 3 sales at an average price of $206.10 for 4,640.00 shares. Based on historical transaction data and AMZN's current price of $222.54, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his AMZN holdings is $1.24 Mil, reflecting a 62.10% gain to date.
PALO ALTO WEALTH ADVISORS, LLC AMZN ($222.54) Holding Chart
PALO ALTO WEALTH ADVISORS, LLC AMZN ($222.54) 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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