Number of Shares
10,815.00
Current Holdings Value*
$2.02 Mil
% of Portfolio
1.7%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
30.70%

WFA of San Diego, LLC's Amazon.com Inc Holding Summary

As of 2024-09-30, WFA of San Diego, LLC held 10,815.00 shares of Amazon.com Inc(AMZN), totaling $2.02 Mil. This investment constitutes 1.7% of their stock portfolio, and WFA of San Diego, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2020Q2. And since then WFA of San Diego, LLC has made 6 purchases of AMZN, at an average price of $134.97, for a total of 30,978.00 shares. In addition, there have been 9 sales at an average price of $149.75 for 20,163.00 shares. Based on historical transaction data and AMZN's current price of $226.13, WFA of San Diego, LLC's estimated gain on his AMZN holdings is $1.28 Mil, reflecting a 30.70% gain to date.

WFA of San Diego, LLC AMZN ($226.13) Holding Chart

WFA of San Diego, LLC AMZN ($226.13) 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 %

Top Ranked Articles

  • 1