Summit Financial, LLC AMZN Holdings History
Summit Financial, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, Summit Financial, LLC held 298,559.00 shares of Amazon.com Inc(AMZN), totaling $56.80 Mil. This investment constitutes 1.59% of their stock portfolio, and Summit Financial, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2020Q4. And since then Summit Financial, LLC has made 15 purchases of AMZN, at an average price of $176.99, for a total of 320,227.00 shares. In addition, there have been 2 sales at an average price of $103.07 for 21,668.00 shares. Based on historical transaction data and AMZN's current price of $214.14, Summit Financial, LLC's estimated gain on his AMZN holdings is $9.49 Mil, reflecting a 16.75% gain to date.
Summit Financial, LLC AMZN ($214.14) Holding Chart
Summit Financial, LLC AMZN ($214.14) 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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