Palacios Wealth Management, LLC AMZN Holdings History
Number of Shares
24,020.00
Current Holdings Value*
$5.27 Mil
% of Portfolio
4.33%
Total Estimate Gain
$577,012.53
% of Total Estimate Gain
11.89%
Palacios Wealth Management, LLC's Amazon.com Inc Holding Summary
As of 2025-06-30, Palacios Wealth Management, LLC held 24,020.00 shares of Amazon.com Inc(AMZN), totaling $5.27 Mil. This investment constitutes 4.33% of their stock portfolio, and Palacios Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2024Q4. And since then Palacios Wealth Management, LLC has made 2 purchases of AMZN, at an average price of $202.11, for a total of 24,020.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Palacios Wealth Management, LLC's estimated gain on his AMZN holdings is $577,012.53, reflecting a 11.89% gain to date.
Palacios Wealth Management, LLC AMZN ($226.13) Holding Chart
Palacios 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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