Number of Shares
360,495.00
Current Holdings Value*
$68.59 Mil
% of Portfolio
2.2%
Total Estimate Gain
$15.47 Mil
% of Total Estimate Gain
11.80%

Spire Wealth Management's Amazon.com Inc Holding Summary

As of 2025-03-31, Spire Wealth Management held 360,495.00 shares of Amazon.com Inc(AMZN), totaling $68.59 Mil. This investment constitutes 2.2% of their stock portfolio, and Spire Wealth Management now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q1. And since then Spire Wealth Management has made 7 purchases of AMZN, at an average price of $158.10, for a total of 828,895.00 shares. In addition, there have been 9 sales at an average price of $138.78 for 468,400.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Spire Wealth Management's estimated gain on his AMZN holdings is $15.47 Mil, reflecting a 11.80% gain to date.

Spire Wealth Management AMZN ($226.13) Holding Chart

Spire 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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