Number of Shares
15,433.00
Current Holdings Value*
$3.28 Mil
% of Portfolio
6.12%
Total Estimate Gain
$1.51 Mil
% of Total Estimate Gain
33.42%

WAYCROSS MANAGED RISK EQUITY FUND's Amazon.com Inc Holding Summary

As of 2025-02-28, WAYCROSS MANAGED RISK EQUITY FUND held 15,433.00 shares of Amazon.com Inc(AMZN), totaling $3.28 Mil. This investment constitutes 6.12% of their stock portfolio, and WAYCROSS MANAGED RISK EQUITY FUND now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2022Q1. And since then WAYCROSS MANAGED RISK EQUITY FUND has made 4 purchases of AMZN, at an average price of $138.73, for a total of 32,603.00 shares. In addition, there have been 5 sales at an average price of $142.71 for 17,170.00 shares. Based on historical transaction data and AMZN's current price of $232.23, WAYCROSS MANAGED RISK EQUITY FUND's estimated gain on his AMZN holdings is $1.51 Mil, reflecting a 33.42% gain to date.

WAYCROSS MANAGED RISK EQUITY FUND AMZN ($232.23) Holding Chart

WAYCROSS MANAGED RISK EQUITY FUND AMZN ($232.23) 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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