Number of Shares
8,860.00
Current Holdings Value*
$1.35 Mil
% of Portfolio
5.43%
Total Estimate Gain
$147,851.38
% of Total Estimate Gain
3.06%

Vahanian & Associates Financial Planning Inc.'s Amazon.com Inc Holding Summary

As of 2023-12-31, Vahanian & Associates Financial Planning Inc. held 8,860.00 shares of Amazon.com Inc(AMZN), totaling $1.35 Mil. This investment constitutes 5.43% of their stock portfolio, and Vahanian & Associates Financial Planning Inc. now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then Vahanian & Associates Financial Planning Inc. has made 3 purchases of AMZN, at an average price of $164.52, for a total of 29,372.00 shares. In addition, there have been 4 sales at an average price of $144.53 for 20,512.00 shares. Based on historical transaction data and AMZN's current price of $227.47, Vahanian & Associates Financial Planning Inc.'s estimated gain on his AMZN holdings is $147,851.38, reflecting a 3.06% gain to date.

Vahanian & Associates Financial Planning Inc. AMZN ($227.47) Holding Chart

Vahanian & Associates Financial Planning Inc. AMZN ($227.47) 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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