SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co AMZN Holdings History
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Amazon.com Inc Holding Summary
As of 2025-03-31, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 34,868.00 shares of Amazon.com Inc(AMZN), totaling $6.63 Mil. This investment constitutes 6.82% of their stock portfolio, and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2024Q4. And since then SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co has made 1 purchases of AMZN, at an average price of $212.50, for a total of 34,868.00 shares. Based on historical transaction data and AMZN's current price of $225.02, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's estimated gain on his AMZN holdings is $436,647.51, reflecting a 5.89% gain to date.
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co AMZN ($225.02) Holding Chart
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co AMZN ($225.02) 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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