CFA
CWS Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
7,097
+210
| +3% | +$46.1K | 0.45% | 31 |
|
|
2025
Q1 | $1.31M | Sell |
6,887
-263
| -4% | -$50K | 0.41% | 33 |
|
|
2024
Q4 | $1.57M | Sell |
7,150
-5
| -0.1% | -$1.1K | 0.51% | 28 |
|
|
2024
Q3 | $1.33M | Buy |
7,155
+275
| +4% | +$51.2K | 0.47% | 28 |
|
|
2024
Q2 | $1.33M | Buy |
6,880
+172
| +3% | +$33.2K | 0.52% | 25 |
|
|
2024
Q1 | $1.21M | Sell |
6,708
-1,121
| -14% | -$202K | 0.5% | 26 |
|
|
2023
Q4 | $1.19M | Buy |
7,829
+275
| +4% | +$41.8K | 0.45% | 32 |
|
|
2023
Q3 | $960K | Buy |
7,554
+232
| +3% | +$29.5K | 0.39% | 41 |
|
|
2023
Q2 | $954K | Sell |
7,322
-702
| -9% | -$91.5K | 0.36% | 45 |
|
|
2023
Q1 | $829K | Buy |
8,024
+7,724
| +2,575% | +$798K | 0.33% | 49 |
|
|
2022
Q4 | $928K | Sell |
300
-7,466
| -96% | -$23.1M | 0.4% | 41 |
|
|
2022
Q3 | $878K | Buy |
7,766
+353
| +5% | +$39.9K | 0.42% | 35 |
|
|
2022
Q2 | $787K | Buy |
7,413
+7,078
| +2,113% | +$751K | 0.36% | 49 |
|
|
2022
Q1 | $1.09M | Hold |
335
| – | – | 0.41% | 32 |
|
|
2021
Q4 | $1.12M | Buy |
+335
| New | +$1.12M | 0.39% | 34 |
|
|
2021
Q2 | $984K | Sell |
286
-14
| -5% | -$48.2K | 0.39% | 37 |
|
|
2021
Q1 | $928K | Sell |
300
-26
| -8% | -$80.4K | 0.4% | 41 |
|
|
2020
Q4 | $1.06M | Sell |
326
-18
| -5% | -$58.6K | 0.62% | 25 |
|
|
2020
Q3 | $1.08M | Buy |
344
+8
| +2% | +$25.2K | 0.72% | 19 |
|
|
2020
Q2 | $927K | Buy |
336
+75
| +29% | +$207K | 0.67% | 21 |
|
|
2020
Q1 | $482K | Sell |
261
-35
| -12% | -$64.6K | 0.36% | 65 |
|
|
2019
Q4 | $547K | Buy |
+296
| New | +$547K | 0.4% | 48 |
|