FFWA
Forthright Family Wealth Advisory’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
3,936
+301
| +8% | +$66K | 0.55% | 28 |
|
|
2025
Q1 | $692K | Sell |
3,635
-50
| -1% | -$9.51K | 0.46% | 30 |
|
|
2024
Q4 | $808K | Hold |
3,685
| – | – | 0.53% | 29 |
|
|
2024
Q3 | $837K | Buy |
3,685
+24
| +0.7% | +$5.45K | 0.54% | 28 |
|
|
2024
Q2 | $707K | Buy |
3,661
+370
| +11% | +$71.5K | 0.46% | 34 |
|
|
2024
Q1 | $594K | Buy |
3,291
+339
| +11% | +$61.1K | 0.4% | 38 |
|
|
2023
Q4 | $449K | Buy |
+2,952
| New | +$449K | 0.35% | 35 |
|