VANTAGE WEALTH AMZN Holdings History

Number of Shares
97,554.00
Current Holdings Value*
$21.40 Mil
% of Portfolio
4.85%
Total Estimate Gain
$13.31 Mil
% of Total Estimate Gain
38.63%

VANTAGE WEALTH's Amazon.com Inc Holding Summary

As of 2025-06-30, VANTAGE WEALTH held 97,554.00 shares of Amazon.com Inc(AMZN), totaling $21.40 Mil. This investment constitutes 4.85% 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 15 purchases of AMZN, at an average price of $115.01, for a total of 299,717.00 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 $223.88, VANTAGE WEALTH's estimated gain on his AMZN holdings is $13.31 Mil, reflecting a 38.63% gain to date.

VANTAGE WEALTH AMZN ($223.88) Holding Chart

VANTAGE WEALTH AMZN ($223.88) 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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