AWA
Acorn Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
7,805
+729
| +10% | +$160K | 0.64% | 38 |
|
|
2025
Q1 | $1.35M | Sell |
7,076
-20
| -0.3% | -$3.81K | 0.56% | 43 |
|
|
2024
Q4 | $1.56M | Buy |
7,096
+77
| +1% | +$16.9K | 0.64% | 38 |
|
|
2024
Q3 | $1.31M | Buy |
7,019
+1,233
| +21% | +$230K | 0.56% | 38 |
|
|
2024
Q2 | $1.12M | Buy |
5,786
+1,208
| +26% | +$233K | 0.55% | 40 |
|
|
2024
Q1 | $826K | Sell |
4,578
-280
| -6% | -$50.5K | 0.43% | 51 |
|
|
2023
Q4 | $738K | Sell |
4,858
-664
| -12% | -$101K | 0.44% | 50 |
|
|
2023
Q3 | $702K | Buy |
5,522
+208
| +4% | +$26.4K | 0.47% | 49 |
|
|
2023
Q2 | $693K | Buy |
5,314
+127
| +2% | +$16.6K | 0.47% | 50 |
|
|
2023
Q1 | $536K | Sell |
5,187
-140
| -3% | -$14.5K | 0.4% | 60 |
|
|
2022
Q4 | $447K | Sell |
5,327
-853
| -14% | -$71.6K | 0.34% | 70 |
|
|
2022
Q3 | $698K | Buy |
6,180
+815
| +15% | +$92.1K | 0.57% | 40 |
|
|
2022
Q2 | $570K | Buy |
5,365
+5,071
| +1,725% | +$539K | 0.45% | 51 |
|
|
2022
Q1 | $958K | Buy |
294
+17
| +6% | +$55.4K | 0.66% | 35 |
|
|
2021
Q4 | $924K | Buy |
277
+2
| +0.7% | +$6.67K | 0.59% | 39 |
|
|
2021
Q3 | $903K | Buy |
275
+4
| +1% | +$13.1K | 0.63% | 38 |
|
|
2021
Q2 | $932K | Buy |
271
+18
| +7% | +$61.9K | 0.64% | 39 |
|
|
2021
Q1 | $783K | Buy |
253
+22
| +10% | +$68.1K | 0.56% | 44 |
|
|
2020
Q4 | $752K | Sell |
231
-34
| -13% | -$111K | 0.59% | 41 |
|
|
2020
Q3 | $834K | Buy |
265
+4
| +2% | +$12.6K | 0.73% | 29 |
|
|
2020
Q2 | $720K | Buy |
261
+64
| +32% | +$177K | 0.67% | 35 |
|
|
2020
Q1 | $386K | Buy |
197
+64
| +48% | +$125K | 0.43% | 51 |
|
|
2019
Q4 | $253K | Buy |
+133
| New | +$253K | 0.21% | 100 |
|
|
2019
Q2 | – | Sell |
-109
| Closed | -$200K | – | 123 |
|
|
2019
Q1 | $200K | Buy |
+109
| New | +$200K | 0.18% | 118 |
|
|
2018
Q3 | – | Sell |
-98
| Closed | -$168K | – | 134 |
|
|
2018
Q2 | $168K | Hold |
98
| – | – | 0.14% | 123 |
|
|
2018
Q1 | $155K | Buy |
98
+13
| +15% | +$20.6K | 0.13% | 128 |
|
|
2017
Q4 | $106K | Buy |
+85
| New | +$106K | 0.1% | 163 |
|