EWA
Encompass Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Sell |
15,748
-167
| -1% | -$36.6K | 1.27% | 17 |
|
|
2025
Q1 | $3.03M | Sell |
15,915
-26
| -0.2% | -$4.95K | 1.23% | 18 |
|
|
2024
Q4 | $3.5M | Sell |
15,941
-6,471
| -29% | -$1.42M | 1.41% | 16 |
|
|
2024
Q3 | $4.18M | Sell |
22,412
-264
| -1% | -$49.2K | 1.04% | 20 |
|
|
2024
Q2 | $4.38M | Buy |
22,676
+64
| +0.3% | +$12.4K | 1.16% | 17 |
|
|
2024
Q1 | $4.08M | Hold |
22,612
| – | – | 1.08% | 18 |
|
|
2023
Q4 | $3.44M | Buy |
22,612
+515
| +2% | +$78.3K | 1.03% | 19 |
|
|
2023
Q3 | $2.81M | Buy |
22,097
+1,355
| +7% | +$172K | 0.93% | 23 |
|
|
2023
Q2 | $2.7M | Sell |
20,742
-805
| -4% | -$105K | 0.88% | 24 |
|
|
2023
Q1 | $2.23M | Buy |
21,547
+308
| +1% | +$31.8K | 0.76% | 25 |
|
|
2022
Q4 | $1.78M | Buy |
21,239
+927
| +5% | +$77.9K | 0.65% | 31 |
|
|
2022
Q3 | $2.3M | Sell |
20,312
-518
| -2% | -$58.5K | 0.87% | 24 |
|
|
2022
Q2 | $2.21M | Buy |
20,830
+19,926
| +2,204% | +$2.12M | 0.78% | 26 |
|
|
2022
Q1 | $2.95M | Hold |
904
| – | – | 0.74% | 28 |
|
|
2021
Q4 | $3.01M | Buy |
904
+21
| +2% | +$70K | 0.73% | 29 |
|
|
2021
Q3 | $2.9M | Sell |
883
-136
| -13% | -$447K | 0.76% | 30 |
|
|
2021
Q2 | $3.51M | Sell |
1,019
-146
| -13% | -$502K | 0.86% | 26 |
|
|
2021
Q1 | $3.61M | Buy |
1,165
+413
| +55% | +$1.28M | 0.92% | 27 |
|
|
2020
Q4 | $2.45M | Buy |
+752
| New | +$2.45M | 1.41% | 14 |
|