Number of Shares
12,472.00
Current Holdings Value*
$2.37 Mil
% of Portfolio
2.67%
Total Estimate Gain
$1.24 Mil
% of Total Estimate Gain
35.73%

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

As of 2025-03-31, Pinnacle Wealth Management, LLC held 12,472.00 shares of Amazon.com Inc(AMZN), totaling $2.37 Mil. This investment constitutes 2.67% of their stock portfolio, and Pinnacle Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then Pinnacle Wealth Management, LLC has made 6 purchases of AMZN, at an average price of $150.76, for a total of 22,996.00 shares. In addition, there have been 6 sales at an average price of $182.48 for 10,524.00 shares. Based on historical transaction data and AMZN's current price of $223.30, Pinnacle Wealth Management, LLC's estimated gain on his AMZN holdings is $1.24 Mil, reflecting a 35.73% gain to date.

Pinnacle Wealth Management, LLC AMZN ($223.30) Holding Chart

Pinnacle Wealth Management, LLC AMZN ($223.30) 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