Number of Shares
454,720.00
Current Holdings Value*
$97.67 Mil
% of Portfolio
2.28%
Total Estimate Gain
$55.00 Mil
% of Total Estimate Gain
62.88%

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

As of 2025-06-30, Perigon Wealth Management, LLC held 454,720.00 shares of Amazon.com Inc(AMZN), totaling $97.67 Mil. This investment constitutes 2.28% of their stock portfolio, and Perigon Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2014Q1. And since then Perigon Wealth Management, LLC has made 24 purchases of AMZN, at an average price of $97.39, for a total of 898,058.00 shares. In addition, there have been 13 sales at an average price of $87.03 for 443,338.00 shares. Based on historical transaction data and AMZN's current price of $228.44, Perigon Wealth Management, LLC's estimated gain on his AMZN holdings is $55.00 Mil, reflecting a 62.88% gain to date.

Perigon Wealth Management, LLC AMZN ($228.44) Holding Chart

Perigon Wealth Management, LLC AMZN ($228.44) 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 %

Top Ranked Articles

  • 1