Transform Wealth, LLC AMZN Holdings History
Transform Wealth, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, Transform Wealth, LLC held 160,930.00 shares of Amazon.com Inc(AMZN), totaling $30.62 Mil. This investment constitutes 1.85% of their stock portfolio, and Transform Wealth, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2018Q2. And since then Transform Wealth, LLC has made 18 purchases of AMZN, at an average price of $120.96, for a total of 248,508.00 shares. In addition, there have been 10 sales at an average price of $125.79 for 87,578.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Transform Wealth, LLC's estimated gain on his AMZN holdings is $17.35 Mil, reflecting a 57.71% gain to date.
Transform Wealth, LLC AMZN ($226.13) Holding Chart
Transform Wealth, LLC 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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