DWA
Dougherty Wealth Advisers’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Hold |
2,255
| – | – | 0.33% | 23 |
|
|
2025
Q1 | $429K | Hold |
2,255
| – | – | 0.32% | 24 |
|
|
2024
Q4 | $495K | Hold |
2,255
| – | – | 0.38% | 24 |
|
|
2024
Q3 | $420K | Hold |
2,255
| – | – | 0.33% | 25 |
|
|
2024
Q2 | $436K | Buy |
2,255
+95
| +4% | +$18.4K | 0.38% | 22 |
|
|
2024
Q1 | $390K | Sell |
2,160
-280
| -11% | -$50.5K | 0.34% | 24 |
|
|
2023
Q4 | $371K | Hold |
2,440
| – | – | 0.34% | 24 |
|
|
2023
Q3 | $310K | Hold |
2,440
| – | – | 0.36% | 22 |
|
|
2023
Q2 | $318K | Hold |
2,440
| – | – | 0.44% | 23 |
|
|
2023
Q1 | $252K | Sell |
2,440
-100
| -4% | -$10.3K | 0.38% | 29 |
|
|
2022
Q4 | $213K | Hold |
2,540
| – | – | 0.35% | 33 |
|
|
2022
Q3 | $287K | Hold |
2,540
| – | – | 0.57% | 20 |
|
|
2022
Q2 | $270K | Buy |
2,540
+2,413
| +1,900% | +$257K | 0.5% | 24 |
|
|
2022
Q1 | $414K | Hold |
127
| – | – | 0.62% | 19 |
|
|
2021
Q4 | $423K | Hold |
127
| – | – | 0.59% | 22 |
|
|
2021
Q3 | $417K | Hold |
127
| – | – | 0.62% | 21 |
|
|
2021
Q2 | $437K | Hold |
127
| – | – | 0.65% | 19 |
|
|
2021
Q1 | $393K | Hold |
127
| – | – | 0.59% | 21 |
|
|
2020
Q4 | $414K | Hold |
127
| – | – | 0.65% | 20 |
|
|
2020
Q3 | $400K | Hold |
127
| – | – | 1.38% | 20 |
|
|
2020
Q2 | $350K | Hold |
127
| – | – | 1.28% | 19 |
|
|
2020
Q1 | $248K | Hold |
127
| – | – | 0.99% | 25 |
|
|
2019
Q4 | $235K | Hold |
127
| – | – | 0.72% | 33 |
|
|
2019
Q3 | $220K | Sell |
127
-8
| -6% | -$13.9K | 0.72% | 33 |
|
|
2019
Q2 | $256K | Hold |
135
| – | – | 0.72% | 33 |
|
|
2019
Q1 | $241K | Hold |
135
| – | – | 0.82% | 30 |
|
|
2018
Q4 | $218K | Buy |
+135
| New | +$218K | 0.72% | 33 |
|