Number of Shares
24,063.00
Current Holdings Value*
$4.58 Mil
% of Portfolio
2.09%
Total Estimate Gain
$3.55 Mil
% of Total Estimate Gain
114.31%

Stonebridge Financial Planning Group, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 24,063.00 shares of Amazon.com Inc(AMZN), totaling $4.58 Mil. This investment constitutes 2.09% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2019Q4. And since then Stonebridge Financial Planning Group, LLC has made 9 purchases of AMZN, at an average price of $95.76, for a total of 32,452.00 shares. In addition, there have been 12 sales at an average price of $154.77 for 8,389.00 shares. Based on historical transaction data and AMZN's current price of $222.81, Stonebridge Financial Planning Group, LLC's estimated gain on his AMZN holdings is $3.55 Mil, reflecting a 114.31% gain to date.

Stonebridge Financial Planning Group, LLC AMZN ($222.81) Holding Chart

Stonebridge Financial Planning Group, LLC AMZN ($222.81) 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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