Number of Shares
33,972.00
Current Holdings Value*
$6.46 Mil
% of Portfolio
5.66%
Total Estimate Gain
$1.78 Mil
% of Total Estimate Gain
28.13%

Roberts Capital Advisors, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Roberts Capital Advisors, LLC held 33,972.00 shares of Amazon.com Inc(AMZN), totaling $6.46 Mil. This investment constitutes 5.66% of their stock portfolio, and Roberts Capital Advisors, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then Roberts Capital Advisors, LLC has made 1 purchases of AMZN, at an average price of $175.01, for a total of 36,208.00 shares. In addition, there have been 1 sales at an average price of $166.93 for 2,236.00 shares. Based on historical transaction data and AMZN's current price of $228.01, Roberts Capital Advisors, LLC's estimated gain on his AMZN holdings is $1.78 Mil, reflecting a 28.13% gain to date.

Roberts Capital Advisors, LLC AMZN ($228.01) Holding Chart

Roberts Capital Advisors, LLC AMZN ($228.01) 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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