BWA
Blodgett Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.23M | Sell |
42,082
-840
| -2% | -$184K | 7.23% | 5 |
|
|
2025
Q1 | $8.17M | Buy |
42,922
+12,366
| +40% | +$2.35M | 6.96% | 5 |
|
|
2024
Q4 | $6.7M | Buy |
30,556
+1,725
| +6% | +$378K | 5.26% | 6 |
|
|
2024
Q3 | $5.37M | Buy |
28,831
+25
| +0.1% | +$4.66K | 4.52% | 6 |
|
|
2024
Q2 | $5.57M | Sell |
28,806
-850
| -3% | -$164K | 4.72% | 6 |
|
|
2024
Q1 | $5.35M | Sell |
29,656
-1,000
| -3% | -$180K | 4.83% | 6 |
|
|
2023
Q4 | $4.66M | Sell |
30,656
-825
| -3% | -$125K | 4.75% | 6 |
|
|
2023
Q3 | $4M | Sell |
31,481
-400
| -1% | -$50.8K | 4.39% | 6 |
|
|
2023
Q2 | $4.16M | Sell |
31,881
-219
| -0.7% | -$28.5K | 4.3% | 6 |
|
|
2023
Q1 | $3.32M | Sell |
32,100
-2,400
| -7% | -$248K | 3.83% | 6 |
|
|
2022
Q4 | $2.9M | Sell |
34,500
-5,960
| -15% | -$501K | 3.52% | 5 |
|
|
2022
Q3 | $4.57M | Sell |
40,460
-1,495
| -4% | -$169K | 5.48% | 4 |
|
|
2022
Q2 | $4.46M | Buy |
41,955
+39,814
| +1,860% | +$4.23M | 4.88% | 5 |
|
|
2022
Q1 | $6.98M | Buy |
2,141
+184
| +9% | +$600K | 5.81% | 4 |
|
|
2021
Q4 | $6.53M | Buy |
+1,957
| New | +$6.53M | 5.06% | 4 |
|