Number of Shares
46,865.00
Current Holdings Value*
$8.92 Mil
% of Portfolio
1.83%
Total Estimate Gain
$3.71 Mil
% of Total Estimate Gain
35.23%

United Advisor Group, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, United Advisor Group, LLC held 46,865.00 shares of Amazon.com Inc(AMZN), totaling $8.92 Mil. This investment constitutes 1.83% of their stock portfolio, and United Advisor Group, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2023Q4. And since then United Advisor Group, LLC has made 2 purchases of AMZN, at an average price of $163.97, for a total of 64,179.00 shares. In addition, there have been 3 sales at an average price of $209.81 for 17,314.00 shares. Based on historical transaction data and AMZN's current price of $226.13, United Advisor Group, LLC's estimated gain on his AMZN holdings is $3.71 Mil, reflecting a 35.23% gain to date.

United Advisor Group, LLC AMZN ($226.13) Holding Chart

United Advisor Group, 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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