SOA Wealth Advisors, LLC. AMZN Holdings History
SOA Wealth Advisors, LLC.'s Amazon.com Inc Holding Summary
As of 2025-03-31, SOA Wealth Advisors, LLC. held 78,106.00 shares of Amazon.com Inc(AMZN), totaling $10.96 Mil. This investment constitutes 2.29% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 6 purchases of AMZN, at an average price of $166.82, for a total of 101,336.00 shares. In addition, there have been 12 sales at an average price of $148.61 for 23,230.00 shares. Based on historical transaction data and AMZN's current price of $225.89, SOA Wealth Advisors, LLC.'s estimated gain on his AMZN holdings is $4.19 Mil, reflecting a 24.79% gain to date.
SOA Wealth Advisors, LLC. AMZN ($225.89) Holding Chart
SOA Wealth Advisors, LLC. AMZN ($225.89) 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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