Number of Shares
13,091.00
Current Holdings Value*
$2.49 Mil
% of Portfolio
3.68%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
51.74%

Wiser Advisor Group LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Wiser Advisor Group LLC held 13,091.00 shares of Amazon.com Inc(AMZN), totaling $2.49 Mil. This investment constitutes 3.68% of their stock portfolio, and Wiser Advisor Group LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2023Q4. And since then Wiser Advisor Group LLC has made 4 purchases of AMZN, at an average price of $146.26, for a total of 13,298.00 shares. In addition, there have been 1 sales at an average price of $183.70 for 207.00 shares. Based on historical transaction data and AMZN's current price of $222.54, Wiser Advisor Group LLC's estimated gain on his AMZN holdings is $1.01 Mil, reflecting a 51.74% gain to date.

Wiser Advisor Group LLC AMZN ($222.54) Holding Chart

Wiser Advisor Group LLC AMZN ($222.54) 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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