Number of Shares
9,430.00
Current Holdings Value*
$1.79 Mil
% of Portfolio
3.93%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
87.86%

TRIBUTARY BALANCED FUND's Amazon.com Inc Holding Summary

As of 2025-03-31, TRIBUTARY BALANCED FUND held 9,430.00 shares of Amazon.com Inc(AMZN), totaling $1.79 Mil. This investment constitutes 3.93% of their stock portfolio, and TRIBUTARY BALANCED FUND now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2019Q3. And since then TRIBUTARY BALANCED FUND has made 3 purchases of AMZN, at an average price of $103.16, for a total of 17,690.00 shares. In addition, there have been 17 sales at an average price of $161.54 for 8,260.00 shares. Based on historical transaction data and AMZN's current price of $222.04, TRIBUTARY BALANCED FUND's estimated gain on his AMZN holdings is $1.60 Mil, reflecting a 87.86% gain to date.

TRIBUTARY BALANCED FUND AMZN ($222.04) Holding Chart

TRIBUTARY BALANCED FUND AMZN ($222.04) 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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