S&P 500 Index Fund AMZN Holdings History

Number of Shares
52,901.00
Current Holdings Value*
$11.23 Mil
% of Portfolio
3.93%
Total Estimate Gain
$3.47 Mil
% of Total Estimate Gain
37.93%

S&P 500 Index Fund's Amazon.com Inc Holding Summary

As of 2025-02-28, SHELTON FUNDS held 52,901.00 shares of Amazon.com Inc(AMZN), totaling $11.23 Mil. This investment constitutes 3.93% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q2. And since then S&P 500 Index Fund has made 3 purchases of AMZN, at an average price of $161.29, for a total of 56,684.00 shares. In addition, there have been 5 sales at an average price of $152.39 for 3,783.00 shares. Based on historical transaction data and AMZN's current price of $227.47, S&P 500 Index Fund's estimated gain on his AMZN holdings is $3.47 Mil, reflecting a 37.93% gain to date.

S&P 500 Index Fund AMZN ($227.47) Holding Chart

S&P 500 Index Fund AMZN ($227.47) 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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