FWA
FSM Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Buy |
26,595
+6,544
| +33% | +$1.46M | 0.97% | 22 |
|
|
2025
Q1 | $3.81M | Buy |
20,051
+1,661
| +9% | +$316K | 0.86% | 24 |
|
|
2024
Q4 | $4.06M | Buy |
18,390
+3,076
| +20% | +$679K | 0.99% | 22 |
|
|
2024
Q3 | $2.85M | Buy |
15,314
+2,369
| +18% | +$441K | 0.76% | 27 |
|
|
2024
Q2 | $2.5M | Buy |
12,945
+190
| +1% | +$36.7K | 0.84% | 29 |
|
|
2024
Q1 | $2.3M | Buy |
12,755
+904
| +8% | +$163K | 0.82% | 28 |
|
|
2023
Q4 | $1.8M | Buy |
11,851
+627
| +6% | +$95.3K | 0.77% | 31 |
|
|
2023
Q3 | $1.43M | Sell |
11,224
-679
| -6% | -$86.3K | 0.72% | 32 |
|
|
2023
Q2 | $1.53M | Sell |
11,903
-482
| -4% | -$62.1K | 0.77% | 31 |
|
|
2023
Q1 | $1.28M | Buy |
12,385
+2,370
| +24% | +$245K | 0.74% | 36 |
|
|
2022
Q4 | $841K | Sell |
10,015
-1,843
| -16% | -$155K | 0.6% | 41 |
|
|
2022
Q3 | $1.34M | Buy |
11,858
+1,659
| +16% | +$187K | 1.11% | 26 |
|
|
2022
Q2 | $1.42M | Buy |
+10,199
| New | +$1.42M | 1.41% | 24 |
|