FWM
ForthRight Wealth Management’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02M | Sell |
4,657
-30
| -0.6% | -$6.58K | 0.32% | 30 |
|
2025
Q1 | $892K | Buy |
4,687
+20
| +0.4% | +$3.81K | 0.3% | 31 |
|
2024
Q4 | $1.02M | Sell |
4,667
-118
| -2% | -$25.9K | 0.34% | 32 |
|
2024
Q3 | $892K | Sell |
4,785
-25
| -0.5% | -$4.66K | 0.3% | 33 |
|
2024
Q2 | $930K | Hold |
4,810
| – | – | 0.33% | 32 |
|
2024
Q1 | $868K | Hold |
4,810
| – | – | 0.31% | 33 |
|
2023
Q4 | $731K | Sell |
4,810
-105
| -2% | -$16K | 0.28% | 33 |
|
2023
Q3 | $625K | Buy |
4,915
+205
| +4% | +$26.1K | 0.27% | 34 |
|
2023
Q2 | $614K | Hold |
4,710
| – | – | 0.26% | 34 |
|
2023
Q1 | $486K | Buy |
+4,710
| New | +$486K | 0.22% | 34 |
|
2021
Q1 | – | Sell |
-39
| Closed | -$127K | – | 44 |
|
2020
Q4 | $127K | Buy |
+39
| New | +$127K | 0.1% | 39 |
|