Number of Shares
39,799.00
Current Holdings Value*
$7.57 Mil
% of Portfolio
6.8%
Total Estimate Gain
$2.10 Mil
% of Total Estimate Gain
25.58%

Synergy Financial Group, LTD's Amazon.com Inc Holding Summary

As of 2025-03-31, Synergy Financial Group, LTD held 39,799.00 shares of Amazon.com Inc(AMZN), totaling $7.57 Mil. This investment constitutes 6.8% of their stock portfolio, and Synergy Financial Group, LTD now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then Synergy Financial Group, LTD has made 4 purchases of AMZN, at an average price of $165.03, for a total of 49,806.00 shares. In addition, there have been 9 sales at an average price of $132.18 for 10,007.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Synergy Financial Group, LTD's estimated gain on his AMZN holdings is $2.10 Mil, reflecting a 25.58% gain to date.

Synergy Financial Group, LTD AMZN ($226.13) Holding Chart

Synergy Financial Group, LTD AMZN ($226.13) 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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