EWA
EverSource Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6M | Sell |
116,685
-4,473
| -4% | -$981K | 1.16% | 17 |
|
|
2025
Q1 | $23.1M | Buy |
121,158
+15,696
| +15% | +$2.99M | 1.27% | 13 |
|
|
2024
Q4 | $23.1M | Buy |
105,462
+4,584
| +5% | +$1.01M | 1.3% | 12 |
|
|
2024
Q3 | $18.8M | Buy |
100,878
+7,098
| +8% | +$1.32M | 1.19% | 16 |
|
|
2024
Q2 | $17.5M | Buy |
93,780
+13,967
| +17% | +$2.61M | 1.16% | 18 |
|
|
2024
Q1 | $14M | Buy |
79,813
+9,076
| +13% | +$1.59M | 1.1% | 20 |
|
|
2023
Q4 | $10.7M | Buy |
70,737
+4,349
| +7% | +$661K | 0.98% | 21 |
|
|
2023
Q3 | $8.44M | Buy |
66,388
+1,206
| +2% | +$153K | 0.9% | 21 |
|
|
2023
Q2 | $8.5M | Buy |
65,182
+14,605
| +29% | +$1.9M | 0.94% | 20 |
|
|
2023
Q1 | $5.22M | Buy |
50,577
+10,782
| +27% | +$1.11M | 0.65% | 36 |
|
|
2022
Q4 | $3.34M | Buy |
39,795
+7,067
| +22% | +$594K | 0.51% | 52 |
|
|
2022
Q3 | $3.7M | Buy |
32,728
+1,535
| +5% | +$173K | 0.85% | 22 |
|
|
2022
Q2 | $3.31M | Buy |
31,193
+3,313
| +12% | +$352K | 0.85% | 23 |
|
|
2022
Q1 | $4.55M | Buy |
27,880
+5,660
| +25% | +$923K | 1.15% | 18 |
|
|
2021
Q4 | $3.71M | Buy |
+22,220
| New | +$3.71M | 1.04% | 19 |
|