BWP
Balboa Wealth Partners’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.8M | Sell |
58,374
-4,622
| -7% | -$1.01M | 2.57% | 5 |
|
2025
Q1 | $12M | Sell |
62,996
-549
| -0.9% | -$104K | 2.89% | 6 |
|
2024
Q4 | $13.9M | Sell |
63,545
-3,987
| -6% | -$875K | 3.18% | 5 |
|
2024
Q3 | $12.6M | Sell |
67,532
-7,167
| -10% | -$1.34M | 3.13% | 6 |
|
2024
Q2 | $14.4M | Buy |
74,699
+906
| +1% | +$175K | 3.81% | 5 |
|
2024
Q1 | $13.3M | Buy |
73,793
+2,815
| +4% | +$508K | 3.92% | 4 |
|
2023
Q4 | $10.8M | Buy |
70,978
+2,968
| +4% | +$451K | 3.58% | 6 |
|
2023
Q3 | $8.65M | Buy |
68,010
+773
| +1% | +$98.3K | 3.24% | 5 |
|
2023
Q2 | $8.77M | Buy |
67,237
+4,594
| +7% | +$599K | 3.06% | 6 |
|
2023
Q1 | $6.47M | Buy |
62,643
+14,038
| +29% | +$1.45M | 2.44% | 8 |
|
2022
Q4 | $4.08M | Sell |
48,605
-6,055
| -11% | -$509K | 1.84% | 8 |
|
2022
Q3 | $6.18M | Buy |
+54,660
| New | +$6.18M | 2.72% | 4 |
|