Number of Shares
101,293.00
Current Holdings Value*
$22.22 Mil
% of Portfolio
3.12%
Total Estimate Gain
$15.97 Mil
% of Total Estimate Gain
105.86%

TrinityPoint Wealth, LLC's Amazon.com Inc Holding Summary

As of 2024-12-31, TrinityPoint Wealth, LLC held 101,293.00 shares of Amazon.com Inc(AMZN), totaling $22.22 Mil. This investment constitutes 3.12% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2018Q4. And since then TrinityPoint Wealth, LLC has made 15 purchases of AMZN, at an average price of $94.01, for a total of 160,471.00 shares. In addition, there have been 9 sales at an average price of $137.72 for 59,178.00 shares. Based on historical transaction data and AMZN's current price of $226.13, TrinityPoint Wealth, LLC's estimated gain on his AMZN holdings is $15.97 Mil, reflecting a 105.86% gain to date.

TrinityPoint Wealth, LLC AMZN ($226.13) Holding Chart

TrinityPoint 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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