CWA
Consilio Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Buy |
97,904
+1,113
| +1% | +$249K | 7.8% | 4 |
|
|
2025
Q1 | $18.5M | Buy |
96,791
+52,389
| +118% | +$10M | 7.73% | 4 |
|
|
2024
Q4 | $9.74M | Sell |
44,402
-5,403
| -11% | -$1.19M | 3.98% | 9 |
|
|
2024
Q3 | $9.28M | Sell |
49,805
-198
| -0.4% | -$36.9K | 3.83% | 9 |
|
|
2024
Q2 | $9.67M | Buy |
50,003
+108
| +0.2% | +$20.9K | 4.34% | 8 |
|
|
2024
Q1 | $9M | Buy |
49,895
+4,462
| +10% | +$805K | 4.22% | 8 |
|
|
2023
Q4 | $6.9M | Sell |
45,433
-550
| -1% | -$83.6K | 3.5% | 8 |
|
|
2023
Q3 | $5.75M | Buy |
45,983
+3,443
| +8% | +$431K | 3.34% | 10 |
|
|
2023
Q2 | $5.55M | Buy |
42,540
+10,824
| +34% | +$1.41M | 3.05% | 10 |
|
|
2023
Q1 | $3.27M | Buy |
31,716
+2,008
| +7% | +$207K | 1.85% | 16 |
|
|
2022
Q4 | $2.5M | Sell |
29,708
-306
| -1% | -$25.7K | 1.59% | 15 |
|
|
2022
Q3 | $3.39M | Buy |
30,014
+9,221
| +44% | +$1.04M | 2.66% | 12 |
|
|
2022
Q2 | $2.21M | Buy |
20,793
+20,492
| +6,808% | +$2.18M | 1.79% | 16 |
|
|
2022
Q1 | $980K | Buy |
301
+2
| +0.7% | +$6.51K | 0.77% | 20 |
|
|
2021
Q4 | $997K | Buy |
+299
| New | +$997K | 0.77% | 27 |
|