Core Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
10,238
-1,068
| -9% | -$234K | 0.65% | 17 |
|
|
2025
Q1 | $2.15M | Sell |
11,306
-291
| -3% | -$55.4K | 0.68% | 18 |
|
|
2024
Q4 | $2.54M | Buy |
11,597
+649
| +6% | +$142K | 0.84% | 18 |
|
|
2024
Q3 | $2.04M | Sell |
10,948
-133
| -1% | -$24.8K | 0.65% | 20 |
|
|
2024
Q2 | $2.14M | Buy |
11,081
+8,374
| +309% | +$1.62M | 0.73% | 22 |
|
|
2024
Q1 | $488K | Sell |
2,707
-61
| -2% | -$11K | 0.17% | 37 |
|
|
2023
Q4 | $421K | Buy |
2,768
+1,174
| +74% | +$178K | 0.15% | 37 |
|
|
2023
Q3 | $203K | Hold |
1,594
| – | – | 0.08% | 45 |
|
|
2023
Q2 | $208K | Hold |
1,594
| – | – | 0.08% | 46 |
|
|
2023
Q1 | $165K | Sell |
1,594
-40
| -2% | -$4.13K | 0.07% | 51 |
|
|
2022
Q4 | $137K | Sell |
1,634
-140
| -8% | -$11.8K | 0.06% | 50 |
|
|
2022
Q3 | $200K | Buy |
1,774
+424
| +31% | +$47.8K | 0.12% | 35 |
|
|
2022
Q2 | $143K | Sell |
1,350
-550
| -29% | -$58.3K | 0.09% | 42 |
|
|
2022
Q1 | $310K | Buy |
1,900
+260
| +16% | +$42.4K | 0.17% | 33 |
|
|
2021
Q4 | $273K | Buy |
1,640
+120
| +8% | +$20K | 0.16% | 33 |
|
|
2021
Q3 | $250K | Hold |
1,520
| – | – | 0.17% | 37 |
|
|
2021
Q2 | $261K | Sell |
1,520
-2,460
| -62% | -$422K | 0.17% | 32 |
|
|
2021
Q1 | $616K | Buy |
3,980
+520
| +15% | +$80.5K | 0.54% | 19 |
|
|
2020
Q4 | $563K | Buy |
3,460
+60
| +2% | +$9.76K | 0.5% | 22 |
|
|
2020
Q3 | $535K | Sell |
3,400
-740
| -18% | -$116K | 0.5% | 23 |
|
|
2020
Q2 | $571K | Buy |
4,140
+1,200
| +41% | +$166K | 0.5% | 23 |
|
|
2020
Q1 | $287K | Buy |
2,940
+2,740
| +1,370% | +$267K | 0.22% | 26 |
|
|
2019
Q4 | $18K | Buy |
+200
| New | +$18K | 0.01% | 77 |
|