Wealth Preservation Advisors, LLC AMZN Holdings History
Number of Shares
86,638.00
Current Holdings Value*
$16.48 Mil
% of Portfolio
11.79%
Total Estimate Gain
$694,836.76
% of Total Estimate Gain
3.70%
Wealth Preservation Advisors, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, Wealth Preservation Advisors, LLC held 86,638.00 shares of Amazon.com Inc(AMZN), totaling $16.48 Mil. This investment constitutes 11.79% of their stock portfolio, and Wealth Preservation Advisors, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and AMZN's current price of $225.02, Wealth Preservation Advisors, LLC's estimated gain on his AMZN holdings is $694,836.76, reflecting a 3.70% gain to date.
Wealth Preservation Advisors, LLC AMZN ($225.02) Holding Chart
Wealth Preservation Advisors, LLC AMZN ($225.02) 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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