Number of Shares
27,330.00
Current Holdings Value*
$5.20 Mil
% of Portfolio
3.08%
Total Estimate Gain
$3.45 Mil
% of Total Estimate Gain
118.16%

Trivant Custom Portfolio Group, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Trivant Custom Portfolio Group, LLC held 27,330.00 shares of Amazon.com Inc(AMZN), totaling $5.20 Mil. This investment constitutes 3.08% of their stock portfolio, and Trivant Custom Portfolio Group, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2023Q1. And since then Trivant Custom Portfolio Group, LLC has made 4 purchases of AMZN, at an average price of $100.62, for a total of 29,016.00 shares. In addition, there have been 4 sales at an average price of $170.39 for 1,686.00 shares. Based on historical transaction data and AMZN's current price of $222.54, Trivant Custom Portfolio Group, LLC's estimated gain on his AMZN holdings is $3.45 Mil, reflecting a 118.16% gain to date.

Trivant Custom Portfolio Group, LLC AMZN ($222.54) Holding Chart

Trivant Custom Portfolio Group, LLC AMZN ($222.54) 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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