Number of Shares
40,147.00
Current Holdings Value*
$8.81 Mil
% of Portfolio
8.45%
Total Estimate Gain
$2.55 Mil
% of Total Estimate Gain
37.52%

Western Pacific Wealth Management, LP's Amazon.com Inc Holding Summary

As of 2025-06-30, Western Pacific Wealth Management, LP held 40,147.00 shares of Amazon.com Inc(AMZN), totaling $8.81 Mil. This investment constitutes 8.45% of their stock portfolio, and Western Pacific Wealth Management, LP now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then Western Pacific Wealth Management, LP has made 10 purchases of AMZN, at an average price of $162.87, for a total of 41,776.00 shares. In addition, there have been 4 sales at an average price of $171.27 for 1,629.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Western Pacific Wealth Management, LP's estimated gain on his AMZN holdings is $2.55 Mil, reflecting a 37.52% gain to date.

Western Pacific Wealth Management, LP AMZN ($226.13) Holding Chart

Western Pacific Wealth Management, LP 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 %

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