GWA
Geometric Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
11,103
-1,995
| -15% | -$438K | 0.36% | 12 |
|
|
2025
Q1 | $2.49M | Buy |
13,098
+336
| +3% | +$63.9K | 0.43% | 11 |
|
|
2024
Q4 | $2.8M | Buy |
12,762
+86
| +0.7% | +$18.9K | 0.51% | 11 |
|
|
2024
Q3 | $2.36M | Sell |
12,676
-20
| -0.2% | -$3.73K | 0.44% | 10 |
|
|
2024
Q2 | $2.45M | Buy |
12,696
+5,361
| +73% | +$1.04M | 0.5% | 8 |
|
|
2024
Q1 | $1.32M | Sell |
7,335
-14
| -0.2% | -$2.53K | 0.31% | 10 |
|
|
2023
Q4 | $1.12M | Buy |
7,349
+654
| +10% | +$99.4K | 0.3% | 10 |
|
|
2023
Q3 | $851K | Buy |
6,695
+155
| +2% | +$19.7K | 0.27% | 11 |
|
|
2023
Q2 | $881K | Buy |
6,540
+210
| +3% | +$28.3K | 0.27% | 11 |
|
|
2023
Q1 | $695K | Hold |
6,330
| – | – | 0.24% | 11 |
|
|
2022
Q4 | $532K | Sell |
6,330
-130
| -2% | -$10.9K | 0.22% | 11 |
|
|
2022
Q3 | $730K | Buy |
6,460
+80
| +1% | +$9.04K | 0.35% | 7 |
|
|
2022
Q2 | $678K | Buy |
6,380
+6,109
| +2,254% | +$649K | 0.34% | 12 |
|
|
2022
Q1 | $883K | Buy |
271
+3
| +1% | +$9.78K | 2.65% | 9 |
|
|
2021
Q4 | $894K | Buy |
+268
| New | +$894K | 0.43% | 6 |
|