SARD WEALTH MANAGEMENT GROUP, LLC AMZN Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's Amazon.com Inc Holding Summary
As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 4,854.00 shares of Amazon.com Inc(AMZN), totaling $1.06 Mil. This investment constitutes 0.66% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2023Q4. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 5 purchases of AMZN, at an average price of $161.65, for a total of 4,856.00 shares. In addition, there have been 1 sales at an average price of $182.46 for 2.00 shares. Based on historical transaction data and AMZN's current price of $227.85, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his AMZN holdings is $321,373.20, reflecting a 40.94% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC AMZN ($227.85) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC AMZN ($227.85) 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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