Number of Shares
1,588.00
Current Holdings Value*
$292,860.00
% of Portfolio
7.39%
Total Estimate Gain
$179,648.93
% of Total Estimate Gain
54.57%

Polen Growth & Income Fund's Amazon.com Inc Holding Summary

As of 2025-04-30, Polen Growth & Income Fund held 1,588.00 shares of Amazon.com Inc(AMZN), totaling $292,860.00. This investment constitutes 7.39% of their stock portfolio, and Polen Growth & Income Fund now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2023Q4. And since then Polen Growth & Income Fund has made 2 purchases of AMZN, at an average price of $139.92, for a total of 2,353.00 shares. In addition, there have been 3 sales at an average price of $201.30 for 765.00 shares. Based on historical transaction data and AMZN's current price of $223.48, Polen Growth & Income Fund's estimated gain on his AMZN holdings is $179,648.93, reflecting a 54.57% gain to date.

Polen Growth & Income Fund AMZN ($223.48) Holding Chart

Polen Growth & Income Fund AMZN ($223.48) 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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