BWG
Balanced Wealth Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Hold |
2,718
| – | – | 0.28% | 38 |
|
|
2025
Q1 | $517K | Sell |
2,718
-248
| -8% | -$47.2K | 0.25% | 41 |
|
|
2024
Q4 | $705K | Buy |
2,966
+48
| +2% | +$11.4K | 0.32% | 34 |
|
|
2024
Q3 | $544K | Sell |
2,918
-40
| -1% | -$7.45K | 0.24% | 43 |
|
|
2024
Q2 | $583K | Sell |
2,958
-352
| -11% | -$69.4K | 0.27% | 40 |
|
|
2024
Q1 | $627K | Sell |
3,310
-90
| -3% | -$17.1K | 0.28% | 41 |
|
|
2023
Q4 | $517K | Buy |
+3,400
| New | +$517K | 0.27% | 43 |
|