Number of Shares
50,833.00
Current Holdings Value*
$9.67 Mil
% of Portfolio
1.3%
Total Estimate Gain
$5.22 Mil
% of Total Estimate Gain
56.34%

Patriot Financial Group Insurance Agency, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Patriot Financial Group Insurance Agency, LLC held 50,833.00 shares of Amazon.com Inc(AMZN), totaling $9.67 Mil. This investment constitutes 1.3% of their stock portfolio, and Patriot Financial Group Insurance Agency, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2018Q2. And since then Patriot Financial Group Insurance Agency, LLC has made 22 purchases of AMZN, at an average price of $123.81, for a total of 74,762.00 shares. In addition, there have been 7 sales at an average price of $123.95 for 23,929.00 shares. Based on historical transaction data and AMZN's current price of $226.35, Patriot Financial Group Insurance Agency, LLC's estimated gain on his AMZN holdings is $5.22 Mil, reflecting a 56.34% gain to date.

Patriot Financial Group Insurance Agency, LLC AMZN ($226.35) Holding Chart

Patriot Financial Group Insurance Agency, LLC AMZN ($226.35) 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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