AWA
Amplius Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
17,028
+2,977
| +21% | +$653K | 0.35% | 44 |
|
|
2025
Q1 | $2.67M | Buy |
14,051
+425
| +3% | +$80.9K | 0.28% | 46 |
|
|
2024
Q4 | $2.99M | Sell |
13,626
-924
| -6% | -$203K | 0.31% | 42 |
|
|
2024
Q3 | $2.71M | Buy |
14,550
+132
| +0.9% | +$24.6K | 0.3% | 42 |
|
|
2024
Q2 | $2.79M | Buy |
14,418
+255
| +2% | +$49.3K | 0.31% | 43 |
|
|
2024
Q1 | $2.55M | Sell |
14,163
-535
| -4% | -$96.5K | 0.29% | 45 |
|
|
2023
Q4 | $2.23M | Buy |
14,698
+266
| +2% | +$40.4K | 0.27% | 52 |
|
|
2023
Q3 | $1.83M | Sell |
14,432
-495
| -3% | -$62.9K | 0.25% | 52 |
|
|
2023
Q2 | $1.95M | Buy |
14,927
+819
| +6% | +$107K | 0.26% | 52 |
|
|
2023
Q1 | $1.46M | Buy |
14,108
+1,990
| +16% | +$206K | 0.21% | 56 |
|
|
2022
Q4 | $1.02M | Sell |
12,118
-458
| -4% | -$38.5K | 0.16% | 69 |
|
|
2022
Q3 | $1.42M | Buy |
12,576
+2,087
| +20% | +$236K | 0.25% | 49 |
|
|
2022
Q2 | $1.11M | Buy |
10,489
+9,954
| +1,861% | +$1.06M | 0.18% | 57 |
|
|
2022
Q1 | $1.75M | Buy |
535
+55
| +11% | +$179K | 0.27% | 45 |
|
|
2021
Q4 | $1.6M | Buy |
+480
| New | +$1.6M | 0.22% | 50 |
|