Total Wealth Planning & Management, Inc. AMZN Holdings History
Total Wealth Planning & Management, Inc.'s Amazon.com Inc Holding Summary
As of 2025-03-31, Total Wealth Planning & Management, Inc. held 12,337.00 shares of Amazon.com Inc(AMZN), totaling $2.35 Mil. This investment constitutes 2.23% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2024Q4. And since then Total Wealth Planning & Management, Inc. has made 1 purchases of AMZN, at an average price of $206.79, for a total of 12,337.00 shares. Based on historical transaction data and AMZN's current price of $225.02, Total Wealth Planning & Management, Inc.'s estimated gain on his AMZN holdings is $224,886.74, reflecting a 8.81% gain to date.
Total Wealth Planning & Management, Inc. AMZN ($225.02) Holding Chart
Total Wealth Planning & Management, Inc. AMZN ($225.02) 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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