BHWA
Beacon Harbor Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
2,560
+40
| +2% | +$8.78K | 0.14% | 56 |
|
|
2025
Q1 | $479K | Sell |
2,520
-30,868
| -92% | -$5.87M | 0.11% | 56 |
|
|
2024
Q4 | $7.32M | Buy |
33,388
+30,906
| +1,245% | +$6.78M | 1.71% | 21 |
|
|
2024
Q3 | $462K | Buy |
2,482
+182
| +8% | +$33.9K | 0.11% | 56 |
|
|
2024
Q2 | $444K | Hold |
2,300
| – | – | 0.12% | 55 |
|
|
2024
Q1 | $415K | Hold |
2,300
| – | – | 0.11% | 56 |
|
|
2023
Q4 | $349K | Hold |
2,300
| – | – | 0.1% | 65 |
|
|
2023
Q3 | $292K | Buy |
2,300
+100
| +5% | +$12.7K | 0.1% | 61 |
|
|
2023
Q2 | $287K | Hold |
2,200
| – | – | 0.09% | 55 |
|
|
2023
Q1 | $227K | Buy |
+2,200
| New | +$227K | 0.08% | 64 |
|
|
2022
Q2 | $352K | Buy |
3,310
+3,192
| +2,705% | +$339K | 0.12% | 65 |
|
|
2022
Q1 | $385K | Buy |
118
+10
| +9% | +$32.6K | 0.13% | 59 |
|
|
2021
Q4 | $360K | Buy |
108
+33
| +44% | +$110K | 0.12% | 64 |
|
|
2021
Q3 | $246K | Hold |
75
| – | – | 0.09% | 65 |
|
|
2021
Q2 | $258K | Hold |
75
| – | – | 0.09% | 63 |
|
|
2021
Q1 | $232K | Hold |
75
| – | – | 0.09% | 62 |
|
|
2020
Q4 | $244K | Buy |
+75
| New | +$244K | 0.1% | 64 |
|