CWA
Clarus Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
7,580
+2,107
| +38% | +$462K | 0.77% | 39 |
|
|
2025
Q1 | $1.05M | Buy |
5,473
+989
| +22% | +$189K | 0.56% | 43 |
|
|
2024
Q4 | $980K | Sell |
4,484
-144
| -3% | -$31.5K | 0.49% | 50 |
|
|
2024
Q3 | $837K | Buy |
4,628
+92
| +2% | +$16.6K | 0.43% | 51 |
|
|
2024
Q2 | $906K | Sell |
4,536
-101
| -2% | -$20.2K | 0.48% | 46 |
|
|
2024
Q1 | $862K | Sell |
4,637
-168
| -3% | -$31.2K | 0.49% | 45 |
|
|
2023
Q4 | $738K | Buy |
+4,805
| New | +$738K | 0.44% | 51 |
|
|
2023
Q2 | $714K | Buy |
+5,504
| New | +$714K | 0.43% | 48 |
|
|
2022
Q4 | – | Sell |
-5,126
| Closed | -$583K | – | 118 |
|
|
2022
Q3 | $583K | Buy |
+5,126
| New | +$583K | 0.42% | 46 |
|
|
2022
Q1 | – | Sell |
-65
| Closed | -$215K | – | 110 |
|
|
2021
Q4 | $215K | Buy |
+65
| New | +$215K | 0.12% | 94 |
|
|
2021
Q2 | – | Sell |
-558
| Closed | -$1.88M | – | 103 |
|
|
2021
Q1 | $1.88M | Sell |
558
-188
| -25% | -$634K | 1.18% | 22 |
|
|
2020
Q4 | $2.32M | Hold |
746
| – | – | 1.54% | 15 |
|
|
2020
Q3 | $2.31M | Sell |
746
-10
| -1% | -$31K | 1.79% | 15 |
|
|
2020
Q2 | $2.27M | Sell |
756
-274
| -27% | -$822K | 1.91% | 12 |
|
|
2020
Q1 | $1.96M | Sell |
1,030
-23
| -2% | -$43.9K | 1.96% | 8 |
|
|
2019
Q4 | $2M | Buy |
1,053
+33
| +3% | +$62.7K | 1.32% | 15 |
|
|
2019
Q3 | $1.77M | Buy |
1,020
+506
| +98% | +$879K | 1.29% | 15 |
|
|
2019
Q2 | $972K | Buy |
514
+9
| +2% | +$17K | 0.7% | 21 |
|
|
2019
Q1 | $898K | Buy |
505
+18
| +4% | +$32K | 0.67% | 20 |
|
|
2018
Q4 | $731K | Buy |
487
+35
| +8% | +$52.5K | 1.15% | 10 |
|
|
2018
Q3 | $904K | Buy |
452
+20
| +5% | +$40K | 0.59% | 21 |
|
|
2018
Q2 | $625K | Hold |
432
| – | – | 0.47% | 23 |
|
|
2018
Q1 | $625K | Buy |
432
+39
| +10% | +$56.4K | 0.58% | 23 |
|
|
2017
Q4 | $460K | Buy |
+393
| New | +$460K | 0.44% | 30 |
|