Worth Financial Advisory Group, LLC AMZN Holdings History
Worth Financial Advisory Group, LLC's Amazon.com Inc Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held 33,134.00 shares of Amazon.com Inc(AMZN), totaling $7.27 Mil. This investment constitutes 4.46% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2022Q4. And since then Worth Financial Advisory Group, LLC has made 8 purchases of AMZN, at an average price of $113.39, for a total of 34,372.00 shares. In addition, there have been 2 sales at an average price of $212.41 for 1,238.00 shares. Based on historical transaction data and AMZN's current price of $226.13, Worth Financial Advisory Group, LLC's estimated gain on his AMZN holdings is $3.86 Mil, reflecting a 99.00% gain to date.
Worth Financial Advisory Group, LLC AMZN ($226.13) Holding Chart
Worth Financial Advisory Group, LLC 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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