Wellington Wealth Strategies, LLC. AMZN Holdings History
Wellington Wealth Strategies, LLC.'s Amazon.com Inc Holding Summary
As of 2024-12-31, Wellington Wealth Strategies, LLC. held 16,684.00 shares of Amazon.com Inc(AMZN), totaling $3.84 Mil. This investment constitutes 3.5% of their stock portfolio, and Wellington Wealth Strategies, LLC. now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2024Q1. And since then Wellington Wealth Strategies, LLC. has made 2 purchases of AMZN, at an average price of $175.36, for a total of 50,718.00 shares. In addition, there have been 2 sales at an average price of $190.45 for 34,034.00 shares. Based on historical transaction data and AMZN's current price of $227.71, Wellington Wealth Strategies, LLC.'s estimated gain on his AMZN holdings is $1.39 Mil, reflecting a 15.60% gain to date.
Wellington Wealth Strategies, LLC. AMZN ($227.71) Holding Chart
Wellington Wealth Strategies, LLC. AMZN ($227.71) 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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