BWA
Beam Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
12,124
-248
| -2% | -$54.4K | 0.79% | 31 |
|
|
2025
Q1 | $2.35M | Sell |
12,372
-749
| -6% | -$143K | 0.79% | 34 |
|
|
2024
Q4 | $2.88M | Buy |
13,121
+317
| +2% | +$69.5K | 0.91% | 32 |
|
|
2024
Q3 | $2.39M | Buy |
12,804
+301
| +2% | +$56.1K | 0.72% | 32 |
|
|
2024
Q2 | $2.42M | Buy |
12,503
+7,262
| +139% | +$1.4M | 0.8% | 31 |
|
|
2024
Q1 | $945K | Buy |
5,241
+737
| +16% | +$133K | 0.57% | 40 |
|
|
2023
Q4 | $684K | Buy |
4,504
+164
| +4% | +$24.9K | 0.43% | 46 |
|
|
2023
Q3 | $552K | Buy |
4,340
+427
| +11% | +$54.3K | 0.39% | 50 |
|
|
2023
Q2 | $510K | Buy |
3,913
+786
| +25% | +$102K | 0.35% | 53 |
|
|
2023
Q1 | $323K | Buy |
3,127
+221
| +8% | +$22.8K | 0.32% | 71 |
|
|
2022
Q4 | $244K | Sell |
2,906
-147
| -5% | -$12.3K | 0.25% | 83 |
|
|
2022
Q3 | $345K | Sell |
3,053
-53
| -2% | -$5.99K | 0.38% | 67 |
|
|
2022
Q2 | $330K | Buy |
3,106
+3,009
| +3,102% | +$320K | 0.37% | 67 |
|
|
2022
Q1 | $316K | Buy |
97
+22
| +29% | +$71.7K | 0.36% | 65 |
|
|
2021
Q4 | $250K | Sell |
75
-193
| -72% | -$643K | 0.29% | 76 |
|
|
2021
Q3 | $880K | Sell |
268
-15
| -5% | -$49.3K | 0.76% | 41 |
|
|
2021
Q2 | $974K | Sell |
283
-16
| -5% | -$55.1K | 0.84% | 38 |
|
|
2021
Q1 | $925K | Sell |
299
-16
| -5% | -$49.5K | 0.82% | 42 |
|
|
2020
Q4 | $1.03M | Sell |
315
-57
| -15% | -$186K | 0.97% | 34 |
|
|
2020
Q3 | $1.17M | Sell |
372
-33
| -8% | -$104K | 1.1% | 26 |
|
|
2020
Q2 | $1.24M | Buy |
405
+2
| +0.5% | +$6.11K | 1.25% | 22 |
|
|
2020
Q1 | $786K | Buy |
403
+93
| +30% | +$181K | 0.78% | 39 |
|
|
2019
Q4 | $573K | Buy |
+310
| New | +$573K | 0.53% | 55 |
|