Xcel Wealth Management, LLC AMZN Holdings History
Xcel Wealth Management, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 133,245.00 shares of Amazon.com Inc(AMZN), totaling $25.35 Mil. This investment constitutes 7.9% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2018Q4. And since then Xcel Wealth Management, LLC has made 19 purchases of AMZN, at an average price of $118.43, for a total of 161,014.00 shares. In addition, there have been 7 sales at an average price of $134.31 for 27,769.00 shares. Based on historical transaction data and AMZN's current price of $225.02, Xcel Wealth Management, LLC's estimated gain on his AMZN holdings is $14.64 Mil, reflecting a 76.80% gain to date.
Xcel Wealth Management, LLC AMZN ($225.02) Holding Chart
Xcel Wealth Management, 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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