CPWA
Cerro Pacific Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
14,867
+1,160
| +8% | +$254K | 0.91% | 28 |
|
|
2025
Q1 | $3.01M | Sell |
13,707
-1,292
| -9% | -$283K | 0.98% | 28 |
|
|
2024
Q4 | $2.79M | Sell |
14,999
-71
| -0.5% | -$13.2K | 0.92% | 32 |
|
|
2024
Q3 | $2.91M | Hold |
15,070
| – | – | 1.1% | 24 |
|
|
2024
Q2 | $2.91M | Buy |
+15,070
| New | +$2.91M | 1.11% | 24 |
|
|
2023
Q1 | $1.49M | Buy |
14,465
+320
| +2% | +$33.1K | 0.83% | 32 |
|
|
2022
Q4 | $1.19M | Sell |
14,145
-1,102
| -7% | -$92.6K | 0.63% | 41 |
|
|
2022
Q3 | $1.72M | Buy |
15,247
+569
| +4% | +$64.3K | 1.05% | 20 |
|
|
2022
Q2 | $1.56M | Buy |
14,678
+13,945
| +1,902% | +$1.48M | 0.97% | 24 |
|
|
2022
Q1 | $2.39M | Buy |
733
+9
| +1% | +$29.3K | 1.46% | 15 |
|
|
2021
Q4 | $2.41M | Buy |
724
+11
| +2% | +$36.7K | 1.53% | 13 |
|
|
2021
Q3 | $2.34M | Sell |
713
-3
| -0.4% | -$9.85K | 1.69% | 13 |
|
|
2021
Q2 | $2.46M | Buy |
+716
| New | +$2.46M | 1.83% | 9 |
|
|
2020
Q4 | $3.71M | Buy |
+1,138
| New | +$3.71M | 2.21% | 8 |
|