CWA
Carolina Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
1,056
+60
| +6% | +$13.2K | 0.11% | 57 |
|
|
2025
Q1 | $189K | Hold |
996
| – | – | 0.1% | 71 |
|
|
2024
Q4 | $219K | Sell |
996
-1,005
| -50% | -$220K | 0.12% | 60 |
|
|
2024
Q3 | $373K | Buy |
2,001
+108
| +6% | +$20.1K | 0.19% | 51 |
|
|
2024
Q2 | $366K | Hold |
1,893
| – | – | 0.18% | 52 |
|
|
2024
Q1 | $341K | Sell |
1,893
-125
| -6% | -$22.5K | 0.19% | 55 |
|
|
2023
Q4 | $307K | Buy |
2,018
+80
| +4% | +$12.2K | 0.16% | 64 |
|
|
2023
Q3 | $246K | Sell |
1,938
-60
| -3% | -$7.63K | 0.14% | 75 |
|
|
2023
Q2 | $260K | Sell |
1,998
-12
| -0.6% | -$1.56K | 0.16% | 62 |
|
|
2023
Q1 | $208K | Buy |
2,010
+180
| +10% | +$18.6K | 0.12% | 79 |
|
|
2022
Q4 | $154K | Buy |
1,830
+60
| +3% | +$5.05K | 0.1% | 75 |
|
|
2022
Q3 | $200K | Hold |
1,770
| – | – | 0.16% | 68 |
|
|
2022
Q2 | $188K | Buy |
1,770
+1,694
| +2,229% | +$180K | 0.12% | 84 |
|
|
2022
Q1 | $248K | Hold |
76
| – | – | 0.16% | 68 |
|
|
2021
Q4 | $253K | Hold |
76
| – | – | 0.14% | 59 |
|
|
2021
Q3 | $250K | Hold |
76
| – | – | 0.17% | 46 |
|
|
2021
Q2 | $261K | Hold |
76
| – | – | 0.18% | 46 |
|
|
2021
Q1 | $235K | Sell |
76
-8
| -10% | -$24.7K | 0.17% | 44 |
|
|
2020
Q4 | $274K | Buy |
84
+8
| +11% | +$26.1K | 0.22% | 47 |
|
|
2020
Q3 | $239K | Buy |
76
+19
| +33% | +$59.8K | 0.21% | 47 |
|
|
2020
Q2 | $157K | Buy |
57
+5
| +10% | +$13.8K | 0.15% | 50 |
|
|
2020
Q1 | $101K | Buy |
52
+14
| +37% | +$27.2K | 0.12% | 50 |
|
|
2019
Q4 | $70K | Buy |
+38
| New | +$70K | 0.07% | 60 |
|