Number of Shares
28,836.00
Current Holdings Value*
$5.49 Mil
% of Portfolio
3.49%
Total Estimate Gain
$2.41 Mil
% of Total Estimate Gain
52.03%

StoneCrest Wealth Management, Inc.'s Amazon.com Inc Holding Summary

As of 2025-03-31, StoneCrest Wealth Management, Inc. held 28,836.00 shares of Amazon.com Inc(AMZN), totaling $5.49 Mil. This investment constitutes 3.49% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2023Q4. And since then StoneCrest Wealth Management, Inc. has made 3 purchases of AMZN, at an average price of $146.34, for a total of 31,600.00 shares. In addition, there have been 2 sales at an average price of $195.91 for 2,764.00 shares. Based on historical transaction data and AMZN's current price of $225.02, StoneCrest Wealth Management, Inc.'s estimated gain on his AMZN holdings is $2.41 Mil, reflecting a 52.03% gain to date.

StoneCrest Wealth Management, Inc. AMZN ($225.02) Holding Chart

StoneCrest Wealth Management, Inc. AMZN ($225.02) 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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