Number of Shares
27,261.00
Current Holdings Value*
$5.19 Mil
% of Portfolio
2.41%
Total Estimate Gain
$-8.25 Mil
% of Total Estimate Gain
-14.65%

Paragon Private Wealth Management, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Paragon Private Wealth Management, LLC held 27,261.00 shares of Amazon.com Inc(AMZN), totaling $5.19 Mil. This investment constitutes 2.41% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then Paragon Private Wealth Management, LLC has made 10 purchases of AMZN, at an average price of $156.26, for a total of 360,477.00 shares. In addition, there have been 3 sales at an average price of $125.67 for 333,216.00 shares. Based on historical transaction data and AMZN's current price of $227.47, Paragon Private Wealth Management, LLC's estimated gain on his AMZN holdings is $-8.25 Mil, reflecting a -14.65% gain to date.

Paragon Private Wealth Management, LLC AMZN ($227.47) Holding Chart

Paragon Private Wealth Management, 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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