Number of Shares
120,448.00
Current Holdings Value*
$22.92 Mil
% of Portfolio
4.48%
Total Estimate Gain
$7.97 Mil
% of Total Estimate Gain
43.40%

STRATEGIC PLANNING GROUP, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, STRATEGIC PLANNING GROUP, LLC held 120,448.00 shares of Amazon.com Inc(AMZN), totaling $22.92 Mil. This investment constitutes 4.48% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2023Q4. And since then STRATEGIC PLANNING GROUP, LLC has made 3 purchases of AMZN, at an average price of $151.39, for a total of 121,240.00 shares. In addition, there have been 2 sales at an average price of $213.10 for 792.00 shares. Based on historical transaction data and AMZN's current price of $217.12, STRATEGIC PLANNING GROUP, LLC's estimated gain on his AMZN holdings is $7.97 Mil, reflecting a 43.40% gain to date.

STRATEGIC PLANNING GROUP, LLC AMZN ($217.12) Holding Chart

STRATEGIC PLANNING GROUP, LLC AMZN ($217.12) 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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