Roberts Wealth Advisors, LLC AMZN Holdings History
Roberts Wealth Advisors, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, Roberts Wealth Advisors, LLC held 55,331.00 shares of Amazon.com Inc(AMZN), totaling $10.53 Mil. This investment constitutes 3.25% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2021Q3. And since then Roberts Wealth Advisors, LLC has made 7 purchases of AMZN, at an average price of $170.20, for a total of 68,820.00 shares. In addition, there have been 7 sales at an average price of $147.89 for 13,489.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Roberts Wealth Advisors, LLC's estimated gain on his AMZN holdings is $2.79 Mil, reflecting a 23.85% gain to date.
Roberts Wealth Advisors, LLC AMZN ($226.13) Holding Chart
Roberts Wealth Advisors, LLC 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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