CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Sell |
37,510
-34,450
| -48% | -$7.56M | 0.14% | 67 |
|
|
2025
Q1 | $13.7M | Sell |
71,960
-14,116
| -16% | -$2.69M | 0.26% | 58 |
|
|
2024
Q4 | $18.9M | Buy |
86,076
+3,509
| +4% | +$770K | 0.37% | 41 |
|
|
2024
Q3 | $15.4M | Buy |
82,567
+55,798
| +208% | +$10.4M | 0.35% | 50 |
|
|
2024
Q2 | $5.17M | Buy |
26,769
+3,864
| +17% | +$747K | 0.11% | 66 |
|
|
2024
Q1 | $4.13M | Sell |
22,905
-3,301
| -13% | -$595K | 0.09% | 70 |
|
|
2023
Q4 | $3.98M | Sell |
26,206
-3,079
| -11% | -$468K | 0.1% | 74 |
|
|
2023
Q3 | $3.72M | Sell |
29,285
-1,568
| -5% | -$199K | 0.1% | 70 |
|
|
2023
Q2 | $4.02M | Sell |
30,853
-1,138
| -4% | -$148K | 0.11% | 67 |
|
|
2023
Q1 | $3.3M | Buy |
31,991
+8,565
| +37% | +$885K | 0.1% | 71 |
|
|
2022
Q4 | $1.97M | Buy |
23,426
+261
| +1% | +$21.9K | 0.07% | 103 |
|
|
2022
Q3 | $2.62M | Buy |
23,165
+1,645
| +8% | +$186K | 0.32% | 33 |
|
|
2022
Q2 | $2.29M | Buy |
+21,520
| New | +$2.29M | 0.1% | 90 |
|
|
2021
Q4 | – | Sell |
-1,128
| Closed | -$3.71M | – | 181 |
|
|
2021
Q3 | $3.71M | Sell |
1,128
-160
| -12% | -$526K | 0.15% | 68 |
|
|
2021
Q2 | $4.43M | Buy |
+1,288
| New | +$4.43M | 0.18% | 62 |
|