Number of Shares
22,813.00
Current Holdings Value*
$5.01 Mil
% of Portfolio
3.84%
Total Estimate Gain
$1.30 Mil
% of Total Estimate Gain
16.48%

Ulland Investment Advisors, LLC's Amazon.com Inc Holding Summary

As of 2025-06-30, Ulland Investment Advisors, LLC held 22,813.00 shares of Amazon.com Inc(AMZN), totaling $5.01 Mil. This investment constitutes 3.84% of their stock portfolio, and Ulland Investment Advisors, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then Ulland Investment Advisors, LLC has made 4 purchases of AMZN, at an average price of $171.23, for a total of 46,097.00 shares. In addition, there have been 10 sales at an average price of $167.50 for 23,284.00 shares. Based on historical transaction data and AMZN's current price of $232.09, Ulland Investment Advisors, LLC's estimated gain on his AMZN holdings is $1.30 Mil, reflecting a 16.48% gain to date.

Ulland Investment Advisors, LLC AMZN ($232.09) Holding Chart

Ulland Investment Advisors, LLC AMZN ($232.09) 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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