Unique Wealth Strategies, LLC AMZN Holdings History
Number of Shares
20,734.00
Current Holdings Value*
$3.74 Mil
% of Portfolio
1.75%
Total Estimate Gain
$1.78 Mil
% of Total Estimate Gain
61.13%
Unique Wealth Strategies, LLC's Amazon.com Inc Holding Summary
As of 2024-06-30, Unique Wealth Strategies, LLC held 20,734.00 shares of Amazon.com Inc(AMZN), totaling $3.74 Mil. This investment constitutes 1.75% of their stock portfolio, and Unique Wealth Strategies, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2023Q4. And since then Unique Wealth Strategies, LLC has made 1 purchases of AMZN, at an average price of $140.34, for a total of 20,734.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Unique Wealth Strategies, LLC's estimated gain on his AMZN holdings is $1.78 Mil, reflecting a 61.13% gain to date.
Unique Wealth Strategies, LLC AMZN ($226.13) Holding Chart
Unique Wealth Strategies, 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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