Number of Shares
137,782.00
Current Holdings Value*
$26.21 Mil
% of Portfolio
2.79%
Total Estimate Gain
$15.83 Mil
% of Total Estimate Gain
97.25%

W.G. Shaheen & Associates DBA Whitney & Co's Amazon.com Inc Holding Summary

As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 137,782.00 shares of Amazon.com Inc(AMZN), totaling $26.21 Mil. This investment constitutes 2.79% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2017Q1. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 25 purchases of AMZN, at an average price of $113.33, for a total of 143,637.00 shares. In addition, there have been 4 sales at an average price of $111.81 for 5,855.00 shares. Based on historical transaction data and AMZN's current price of $228.29, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his AMZN holdings is $15.83 Mil, reflecting a 97.25% gain to date.

W.G. Shaheen & Associates DBA Whitney & Co AMZN ($228.29) Holding Chart

W.G. Shaheen & Associates DBA Whitney & Co AMZN ($228.29) 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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