AWA
Aletheian Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
9,639
+605
| +7% | +$133K | 1.04% | 22 |
|
|
2025
Q1 | $1.72M | Buy |
9,034
+964
| +12% | +$183K | 0.97% | 24 |
|
|
2024
Q4 | $1.77M | Buy |
8,070
+617
| +8% | +$135K | 1.05% | 22 |
|
|
2024
Q3 | $1.39M | Sell |
7,453
-10,298
| -58% | -$1.92M | 0.81% | 25 |
|
|
2024
Q2 | $3.43M | Sell |
17,751
-1,469
| -8% | -$284K | 1.81% | 11 |
|
|
2024
Q1 | $3.47M | Buy |
19,220
+8,501
| +79% | +$1.53M | 1.88% | 13 |
|
|
2023
Q4 | $1.63M | Sell |
10,719
-784
| -7% | -$119K | 1.08% | 23 |
|
|
2023
Q3 | $1.46M | Sell |
11,503
-2,433
| -17% | -$309K | 1.12% | 24 |
|
|
2023
Q2 | $1.82M | Buy |
13,936
+7,735
| +125% | +$1.01M | 1.24% | 17 |
|
|
2023
Q1 | $641K | Buy |
6,201
+121
| +2% | +$12.5K | 0.57% | 32 |
|
|
2022
Q4 | $511K | Buy |
6,080
+1,338
| +28% | +$112K | 0.44% | 51 |
|
|
2022
Q3 | $536K | Sell |
4,742
-1,104
| -19% | -$125K | 0.61% | 33 |
|
|
2022
Q2 | $621K | Buy |
5,846
+5,595
| +2,229% | +$594K | 0.63% | 32 |
|
|
2022
Q1 | $818K | Buy |
251
+70
| +39% | +$228K | 0.78% | 30 |
|
|
2021
Q4 | $604K | Buy |
+181
| New | +$604K | 0.59% | 34 |
|