Number of Shares
14,322.00
Current Holdings Value*
$3.14 Mil
% of Portfolio
0.96%
Total Estimate Gain
$565,130.39
% of Total Estimate Gain
15.22%

Trinity Financial Advisors LLC's Amazon.com Inc Holding Summary

As of 2025-06-30, Trinity Financial Advisors LLC held 14,322.00 shares of Amazon.com Inc(AMZN), totaling $3.14 Mil. This investment constitutes 0.96% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2020Q4. And since then Trinity Financial Advisors LLC has made 10 purchases of AMZN, at an average price of $169.26, for a total of 21,939.00 shares. In addition, there have been 8 sales at an average price of $125.05 for 7,617.00 shares. Based on historical transaction data and AMZN's current price of $232.23, Trinity Financial Advisors LLC's estimated gain on his AMZN holdings is $565,130.39, reflecting a 15.22% gain to date.

Trinity Financial Advisors LLC AMZN ($232.23) Holding Chart

Trinity Financial Advisors LLC AMZN ($232.23) 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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