VANTAGE WEALTH AMZN Holdings History

Number of Shares
94,687.00
Current Holdings Value*
$18.02 Mil
% of Portfolio
4.08%
Total Estimate Gain
$12.92 Mil
% of Total Estimate Gain
38.10%

VANTAGE WEALTH's Amazon.com Inc Holding Summary

As of 2025-03-31, VANTAGE WEALTH held 94,687.00 shares of Amazon.com Inc(AMZN), totaling $18.02 Mil. This investment constitutes 4.08% of their stock portfolio, and VANTAGE WEALTH now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2018Q2. And since then VANTAGE WEALTH has made 14 purchases of AMZN, at an average price of $114.21, for a total of 296,850.00 shares. In addition, there have been 10 sales at an average price of $128.33 for 202,163.00 shares. Based on historical transaction data and AMZN's current price of $220.46, VANTAGE WEALTH's estimated gain on his AMZN holdings is $12.92 Mil, reflecting a 38.10% gain to date.

VANTAGE WEALTH AMZN ($220.46) Holding Chart

VANTAGE WEALTH AMZN ($220.46) 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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