Number of Shares
19,349.00
Current Holdings Value*
$3.34 Mil
% of Portfolio
1.98%
Total Estimate Gain
$7.00 Mil
% of Total Estimate Gain
20.30%

Symphony Financial, Ltd. Co.'s Amazon.com Inc Holding Summary

As of 2025-03-31, Symphony Financial, Ltd. Co. held 19,349.00 shares of Amazon.com Inc(AMZN), totaling $3.34 Mil. This investment constitutes 1.98% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2020Q1. And since then Symphony Financial, Ltd. Co. has made 9 purchases of AMZN, at an average price of $145.96, for a total of 236,267.00 shares. In addition, there have been 11 sales at an average price of $171.28 for 216,918.00 shares. Based on historical transaction data and AMZN's current price of $223.88, Symphony Financial, Ltd. Co.'s estimated gain on his AMZN holdings is $7.00 Mil, reflecting a 20.30% gain to date.

Symphony Financial, Ltd. Co. AMZN ($223.88) Holding Chart

Symphony Financial, Ltd. Co. 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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