Spartan Planning & Wealth Management AMZN Holdings History
Spartan Planning & Wealth Management's Amazon.com Inc Holding Summary
As of 2025-06-30, Spartan Planning & Wealth Management held 19,488.00 shares of Amazon.com Inc(AMZN), totaling $4.28 Mil. This investment constitutes 3.66% of their stock portfolio, and Spartan Planning & Wealth Management now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2022Q1. And since then Spartan Planning & Wealth Management has made 4 purchases of AMZN, at an average price of $168.59, for a total of 28,595.00 shares. In addition, there have been 2 sales at an average price of $196.56 for 9,107.00 shares. Based on historical transaction data and AMZN's current price of $227.38, Spartan Planning & Wealth Management's estimated gain on his AMZN holdings is $1.40 Mil, reflecting a 29.05% gain to date.
Spartan Planning & Wealth Management AMZN ($227.38) Holding Chart
Spartan Planning & Wealth Management AMZN ($227.38) 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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