Number of Shares
263,387.00
Current Holdings Value*
$57.78 Mil
% of Portfolio
3.34%
Total Estimate Gain
$31.44 Mil
% of Total Estimate Gain
78.76%

Smith Salley Wealth Management's Amazon.com Inc Holding Summary

As of 2025-06-30, Smith Salley Wealth Management held 263,387.00 shares of Amazon.com Inc(AMZN), totaling $57.78 Mil. This investment constitutes 3.34% of their stock portfolio, and Smith Salley Wealth Management now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2018Q2. And since then Smith Salley Wealth Management has made 26 purchases of AMZN, at an average price of $115.92, for a total of 344,349.00 shares. In addition, there have been 3 sales at an average price of $145.73 for 80,962.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Smith Salley Wealth Management's estimated gain on his AMZN holdings is $31.44 Mil, reflecting a 78.76% gain to date.

Smith Salley Wealth Management AMZN ($226.13) Holding Chart

Smith Salley Wealth Management AMZN ($226.13) 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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