Steward Values Enhanced Large Cap Fund AMZN Holdings History
Steward Values Enhanced Large Cap Fund's Amazon.com Inc Holding Summary
As of 2025-04-30, Steward Values Enhanced Large Cap Fund held 48,204.00 shares of Amazon.com Inc(AMZN), totaling $8.89 Mil. This investment constitutes 3.55% of their stock portfolio, and Steward Values Enhanced Large Cap Fund now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2021Q4. And since then Steward Values Enhanced Large Cap Fund has made 3 purchases of AMZN, at an average price of $167.07, for a total of 71,367.00 shares. In addition, there have been 10 sales at an average price of $161.12 for 23,163.00 shares. Based on historical transaction data and AMZN's current price of $223.88, Steward Values Enhanced Large Cap Fund's estimated gain on his AMZN holdings is $2.60 Mil, reflecting a 21.81% gain to date.
Steward Values Enhanced Large Cap Fund AMZN ($223.88) Holding Chart
Steward Values Enhanced Large Cap Fund AMZN ($223.88) 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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