AWM
Arista Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.66M | Buy |
44,032
+25,683
| +140% | +$5.63M | 1.34% | 17 |
|
|
2025
Q1 | $3.49M | Buy |
18,349
+515
| +3% | +$98K | 0.85% | 17 |
|
|
2024
Q4 | $3.91M | Buy |
17,834
+691
| +4% | +$152K | 0.94% | 14 |
|
|
2024
Q3 | $3.19M | Buy |
17,143
+725
| +4% | +$135K | 0.77% | 16 |
|
|
2024
Q2 | $3.17M | Buy |
16,418
+7,466
| +83% | +$1.44M | 0.83% | 16 |
|
|
2024
Q1 | $1.61M | Sell |
8,952
-5,519
| -38% | -$995K | 1.23% | 14 |
|
|
2023
Q4 | $2.2M | Sell |
14,471
-130
| -0.9% | -$19.8K | 0.81% | 15 |
|
|
2023
Q3 | $1.86M | Sell |
14,601
-365
| -2% | -$46.4K | 0.73% | 14 |
|
|
2023
Q2 | $1.95M | Sell |
14,966
-97
| -0.6% | -$12.6K | 0.81% | 13 |
|
|
2023
Q1 | $1.56M | Sell |
15,063
-620
| -4% | -$64K | 0.85% | 21 |
|
|
2022
Q4 | $1.32M | Buy |
+15,683
| New | +$1.32M | 0.83% | 21 |
|