BWA
BlueSky Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
25,320
-300
| -1% | -$65.8K | 0.81% | 25 |
|
|
2025
Q1 | $4.87M | Hold |
25,620
| – | – | 0.76% | 25 |
|
|
2024
Q4 | $5.62M | Hold |
25,620
| – | – | 0.88% | 25 |
|
|
2024
Q3 | $4.77M | Sell |
25,620
-165
| -0.6% | -$30.7K | 0.74% | 28 |
|
|
2024
Q2 | $4.98M | Buy |
25,785
+23,130
| +871% | +$4.47M | 0.84% | 25 |
|
|
2024
Q1 | $479K | Buy |
+2,655
| New | +$479K | 0.37% | 28 |
|
|
2023
Q4 | – | Sell |
-1,728
| Closed | -$220K | – | 70 |
|
|
2023
Q3 | $220K | Buy |
1,728
+100
| +6% | +$12.7K | 0.04% | 65 |
|
|
2023
Q2 | $212K | Sell |
1,628
-1,420
| -47% | -$185K | 0.04% | 76 |
|
|
2023
Q1 | $315K | Buy |
3,048
+287
| +10% | +$29.6K | 0.07% | 56 |
|
|
2022
Q4 | $232K | Sell |
2,761
-50
| -2% | -$4.2K | 0.05% | 62 |
|
|
2022
Q3 | $318K | Buy |
+2,811
| New | +$318K | 0.07% | 52 |
|
|
2022
Q2 | – | Sell |
-93
| Closed | -$303K | – | 65 |
|
|
2022
Q1 | $303K | Buy |
+93
| New | +$303K | 0.06% | 59 |
|
|
2021
Q4 | – | Sell |
-65
| Closed | -$213K | – | 69 |
|
|
2021
Q3 | $213K | Buy |
65
+11
| +20% | +$36K | 0.04% | 64 |
|
|
2021
Q2 | $201K | Sell |
54
-30
| -36% | -$112K | 0.04% | 63 |
|
|
2021
Q1 | $284K | Hold |
84
| – | – | 0.06% | 52 |
|
|
2020
Q4 | $274K | Hold |
84
| – | – | 0.07% | 46 |
|
|
2020
Q3 | $289K | Sell |
84
-20
| -19% | -$68.8K | 0.08% | 42 |
|
|
2020
Q2 | $287K | Sell |
104
-16
| -13% | -$44.2K | 0.08% | 41 |
|
|
2020
Q1 | $234K | Sell |
120
-3
| -2% | -$5.85K | 0.09% | 46 |
|
|
2019
Q4 | $234K | Buy |
+123
| New | +$234K | 0.08% | 60 |
|
|
2019
Q3 | – | Sell |
-113
| Closed | -$214K | – | 62 |
|
|
2019
Q2 | $214K | Hold |
113
| – | – | 0.08% | 60 |
|
|
2019
Q1 | $207K | Buy |
+113
| New | +$207K | 0.07% | 57 |
|