Number of Shares
20,654.00
Current Holdings Value*
$3.93 Mil
% of Portfolio
1.07%
Total Estimate Gain
$1.31 Mil
% of Total Estimate Gain
19.24%

Safeguard Investment Advisory Group, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 20,654.00 shares of Amazon.com Inc(AMZN), totaling $3.93 Mil. This investment constitutes 1.07% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2020Q4. And since then Safeguard Investment Advisory Group, LLC has made 10 purchases of AMZN, at an average price of $152.10, for a total of 44,644.00 shares. In addition, there have been 7 sales at an average price of $141.66 for 23,990.00 shares. Based on historical transaction data and AMZN's current price of $227.47, Safeguard Investment Advisory Group, LLC's estimated gain on his AMZN holdings is $1.31 Mil, reflecting a 19.24% gain to date.

Safeguard Investment Advisory Group, LLC AMZN ($227.47) Holding Chart

Safeguard Investment Advisory Group, LLC 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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