GWAM
Guardian Wealth Advisors (Minnesota)’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
965
-1,650
| -63% | -$362K | 0.13% | 70 |
|
|
2025
Q1 | $498K | Hold |
2,615
| – | – | 0.32% | 40 |
|
|
2024
Q4 | $574K | Hold |
2,615
| – | – | 0.37% | 37 |
|
|
2024
Q3 | $487K | Sell |
2,615
-900
| -26% | -$168K | 0.3% | 48 |
|
|
2024
Q2 | $679K | Buy |
3,515
+38
| +1% | +$7.34K | 0.44% | 32 |
|
|
2024
Q1 | $627K | Sell |
3,477
-45
| -1% | -$8.12K | 0.41% | 38 |
|
|
2023
Q4 | $535K | Buy |
3,522
+121
| +4% | +$18.4K | 0.37% | 41 |
|
|
2023
Q3 | $432K | Sell |
3,401
-91
| -3% | -$11.6K | 0.33% | 43 |
|
|
2023
Q2 | $455K | Hold |
3,492
| – | – | 0.33% | 43 |
|
|
2023
Q1 | $361K | Hold |
3,492
| – | – | 0.28% | 48 |
|
|
2022
Q4 | $293K | Buy |
3,492
+12
| +0.3% | +$1.01K | 0.26% | 51 |
|
|
2022
Q3 | $393K | Buy |
3,480
+40
| +1% | +$4.52K | 0.38% | 42 |
|
|
2022
Q2 | $365K | Buy |
3,440
+3,268
| +1,900% | +$347K | 0.34% | 48 |
|
|
2022
Q1 | $561K | Hold |
172
| – | – | 0.46% | 37 |
|
|
2021
Q4 | $574K | Hold |
172
| – | – | 0.46% | 36 |
|
|
2021
Q3 | $565K | Buy |
172
+4
| +2% | +$13.1K | 0.5% | 31 |
|
|
2021
Q2 | $578K | Hold |
168
| – | – | 0.5% | 36 |
|
|
2021
Q1 | $520K | Buy |
168
+2
| +1% | +$6.19K | 0.48% | 40 |
|
|
2020
Q4 | $541K | Buy |
+166
| New | +$541K | 0.54% | 32 |
|