Plumb Balanced Fund AMZN Holdings History
Plumb Balanced Fund's Amazon.com Inc Holding Summary
As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held 9,000.00 shares of Amazon.com Inc(AMZN), totaling $1.71 Mil. This investment constitutes 4.64% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2020Q1. And since then Plumb Balanced Fund has made 4 purchases of AMZN, at an average price of $105.96, for a total of 42,250.00 shares. In addition, there have been 8 sales at an average price of $129.84 for 33,250.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Plumb Balanced Fund's estimated gain on his AMZN holdings is $1.88 Mil, reflecting a 41.90% gain to date.
Plumb Balanced Fund AMZN ($226.13) Holding Chart
Plumb Balanced Fund 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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