Wealth Group, Ltd. AMZN Holdings History

Number of Shares
26,417.00
Current Holdings Value*
$5.03 Mil
% of Portfolio
3.26%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
26.84%

Wealth Group, Ltd.'s Amazon.com Inc Holding Summary

As of 2025-03-31, Wealth Group, Ltd. held 26,417.00 shares of Amazon.com Inc(AMZN), totaling $5.03 Mil. This investment constitutes 3.26% of their stock portfolio, and Wealth Group, Ltd. now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2024Q1. And since then Wealth Group, Ltd. has made 4 purchases of AMZN, at an average price of $176.50, for a total of 26,417.00 shares. Based on historical transaction data and AMZN's current price of $223.88, Wealth Group, Ltd.'s estimated gain on his AMZN holdings is $1.25 Mil, reflecting a 26.84% gain to date.

Wealth Group, Ltd. AMZN ($223.88) Holding Chart

Wealth Group, Ltd. 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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